How Does the Cloud Help You Power Prosperity For Your Clients

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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

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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

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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

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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

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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...

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Mental Health Check: Lack of Motivation & Feeling Defeated

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We've all been there. We've all had a deadline or project hanging over our heads that we just couldn't get ourselves to get to....

Why an Expense Management System is Key to Expanding Your Firm’s Client Advisory Services

Client advisory services (CAS), has been a buzzword in the accounting profession for years. In theory, the business strategy is simple: evolve your firm’s services...
Process

Chicken or the Egg: Does Process Dictate Technology or Technology Dictate Process?

Finding the perfect technology solution needs to be finessed with compromises from the most effective process.