How Does the Cloud Help You Power Prosperity For Your Clients
Chris James of James Management Group along with Chris Picciurro of Integrated Financial Group discuss the importance of using the cloud to manage all client...
Setting Deadlines for Tax Documentation Submission
Depending on your goals for growing your tax practice, streamlining your process to onboard tax clients should be one of the easiest goals to...
How to Avoid Losing Staff
Since hiring in today’s market is requiring more skill and investment of time and money by CPAs and tax firms, many are turning their...
Three Ideas to Boost Your Summer Income
Summer can be slow for some accounting firms and especially some tax firms. But it doesn’t have to be if you know what to do. Here...
Getting Paid Just Got Easier with Canopy Payments
Canopy, a leading cloud-based software for tax and accounting professionals has just announced a new payments solution that enables quick, seamless money transfers between...
Canopy Announces General Availability of their Tax Prep solution
Canopy, a leading cloud-based practice management platform for tax and accounting professionals, has announced the general availability of Tax Prep, the first fully-integrated modern tax...
2018 Tax Season Software Implementation
This tax season, we decided we were going to be more efficient than ever before. We wanted to have a streamlined administrative process for tax...
How to Make Your Practice Highly Saleable!
Right after tax season every year (depending on how tax season went!) we talk to a lot of CPA owners, who are very motivated...
2019 Tax Outlook Survey
With Tax Day come and gone, tax professionals are reflecting on an especially challenging busy season, given tax law changes. To navigate arduous provisions...
Create Your Tax Practice of the Future
There’s a quiet transformation taking place in our profession.
Owners of leading tax & accounting firms are embracing new service models and automation technologies to...
Latest article
5 professional associations you need to join
Where we put our hard-earned dollars from running our practices, especially when we’re running smaller organizations, is no doubt a decision made with great...
CPAs from across the country take to the Hill
And there they were. As lawmakers on both sides scrambled to avoid the debt ceiling deadline, CPAs from across the country made their way to...
Extension stress to be less?
A bi-partisan duo from California and Ohio introduced a bill to Congress last week to help ease the stress of extensions for accountants and...