The Great Pricing Debate

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For as long as I have been in public practice, I have heard the pricing debate. We are all familiar with the three typical...

Tax Prep Technology: Where to start in choosing the right fit

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Tax technology is its own beast. For professionals, there are the major players, the minor players, and the direct to consumer players trying to...

Tax Practice of the Future: Create an Advisory Workflow in the Cloud

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Creating an advisory workflow in the cloud is the second pillar common to leading firms on the journey to create their ideal practice. Among...

10 Benefits of Having a Niche Advisory Services Practice

As automation and technology replace and ease some of the  traditional compliance and bookkeeping activities for tax and accounting professionals, those working in advisory services have become  the...

The 8 Habits of Highly Effective Tax Planners

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Over 30 years ago, Stephen Covey published “The 7 Habits of Highly Effective People." The book became a bestseller and is often referenced to...

How to “Cloud Accounting” for Tax: Practice Management Opportunities for Improvement

In the last article we discussed the “how” of assessing process and tools (read it here). In this article I am going to explore...

Canopy: The Real Story of Discontinuing Their Tax Compliance Product

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A little over a month ago, Canopy dropped a bomb on its tax compliance customers – they decided to discontinue their support for their...

What in the World is Design Thinking for a Tax Firm?

I am sure all of you have heard the term Design Thinking - and probably tossed it aside since Design Thinking could not possibly...

A Process for Efficient Process Improvement

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Process, process, process. Repeat after me, “It all starts with process.” That is my mantra for efficient systems. My team is sick of me asking them...

Saying No: A Formula for Success

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Have you ever wanted to yell NO to a client project because you knew it would mean you were stuck in an office all weekend?...

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Implementing the balanced scorecard strategy in your firm 

The balanced scorecard (BSC), which first began to be utilized in the 1990s (Blocher, 2022), is a holistic cost management tool that looks at...

Upcoming Webinar: Practical growth strategies you can use

Whether your firm is accounting, tax, advisory or a combination of all of the above, most firm owners want to grow their practices. But...

Your 5-step plan to recovering from the busy season

If you feel like the busy season just keeps getting harder, you are not alone. The last couple of tax seasons have been met...