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 all weekend?...

To Payroll or Not to Payroll

Let’s start with the reason to offer payroll services as I always like to this positively. You can make money! Yeah, I know, modern...

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 from practitioners...

Filing Season Is HERE!

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I have had the pleasure of reading many articles and watching conversations around the new tax forms and how “easy” tax preparation will be. It...

Your Path to Paperless Checklist

Editor’s Note: This is the third in a six-part series from Insightful Accountant on why, what and how today’s companies are approaching going paperless....

Adding Revenue Streams to Your Tax Practice: 5 Ideas to Get Started

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We all want more revenue, right? Let me caveat – we all want more revenue without the headaches. In my travels and discussions with...

Honing the Client Proposal

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We have all had that moment, where the pit of our stomach tightens into an anxious knot, when we realize that we took on...

Effective Remote Training

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Virtual and remote training is on the rise, in part to innovation and part to good old COVID. Whatever the reason, there is no...

Taking New Clients During Tax Season

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I keep seeing posts on Twitter and LinkedIn from tax professionals getting frustrated at business owners and individuals alike who are late to the...

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 do you...

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Cybersecurity & Compliance: Is Antivirus Enough?

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