Tax Prep Workflow; A Christmas Story

0
Once upon a time, in an Arizona Desert far from the North Pole, there lived a tax nerd named Liz. She was a giant...

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

0
Over 30 years ago, Stephen Covey published “The 7 Habits of Highly Effective People." The book became a bestseller and is often referenced to...

The Great Pricing Debate

0
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

0
Tax technology is its own beast. For professionals, there are the major players, the minor players, and the direct to consumer players trying 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

0
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...

Propelling Your Firm Forward in 2021

With the 2020 tax year almost behind us, it’s important to take time to set your firm, and your clients, up for future success....

A Process for Efficient Process Improvement

0
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...

Stay connected

294FansLike
241FollowersFollow

Latest article

AI in Accounting

0
Artificial Intelligence (AI) has brought about a revolution in various industries worldwide and is set to play a pivotal role in shaping the future...

Is a Court Case Redefining Income

0
Moore v. United States is challenging certain tax provisions that were originally put into place by Congress in 2017. The 2017 tax law changes...

An AI Powered Tax Season

0
Insightful Accountant hosts the last Future Forward of 2023 this week. Leading up to tax season, efficiency, organization and preparation are key and Wednesday’s...