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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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...