Looking for Marketing Action: Engage Prospects with Interactive Content

How many applications are open on your device right now? And your second device – likely a mobile phone – how many...

How to “Cloud Accounting” for Tax: Phase 1 Assessment

Before you start on your change management plan, you have already identified at least one key area for improvement. Awesome! Now how...

5 Lessons I’ve Learned as a Mother Working from Home

The last couple months have been a whirlwind of change for everyone. These unprecedented times have us all rethinking our priorities and...

How to “Cloud Accounting” for Tax: Intro

In the wake of tax practices all over the world having to shut down due to Covid-19, I have received many questions...

Six Steps to Earn Your MBA

I am a big fan of a personal/business coach, Tommy Newberry. He, through his books, CD’s (old school), podcast’s, etc. has had...

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...

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...

5 Ways to Keep Up with Social Media During Tax Season

It’s the beginning of the year and you know what that means… tax season is upon us. During the tax season, as...

Tax Practice of the Future: Create a Compelling Vision

This is part of our Tax Practice of the Future series. See part one here, part two here. Firms who have...

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...

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Taking Your Firm Virtual Day Two: Firm Culture, Hiring & Implementation

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Day two of the Taking Your Firm Virtual Summit was another information-filled day full of speakers with...

Taking Your Firm Virtual Day One: Data Security, SEO & Advisory

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The Taking Your Firm Virtual Summit began yesterday, August 4. Hosted by Nayo Carter-Gray, founder of 1st...

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