How to “Cloud Accounting” for Tax: Phase 3: Ensuring Success

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We have gone through how to handle Phase 1 and Phase 2, Assessment and Implementation respectfully. Now let’s talk about Phase 3: Ensuring Success....

Building the Right Tech Stack for Your Tax Firm

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Like most areas of business today, technology has fully embedded itself in tax and accounting practice. More and more tax firms are doing away...

When the Show Can’t Go On: Tips to Maximize PR at Virtual Events

The planning, coordination and expense your company has put into live events have come to a halt. What do you do when your event,...

Building Your Firm’s Brand

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There’s no question that the tax and accounting market is a competitive one. In order to keep current clients happy and attract new clients,...

What in the World is Design Thinking for a Tax Firm?

I am sure all of you have heard the term Design Thinking - and probably tossed it aside since Design Thinking could not possibly...

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 alerts have...

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...

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 experimenting with...

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...

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 a profound...

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Nominations Now Open for Insightful Accountant’s 8th Annual Top 100 ProAdvisors and ProAdvisor of...

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Insightful Accountant, the trusted source of accountants, bookkeepers, and small business advisors for the latest technology news and practice management strategies recently announced the...

Get a Piece of the Marketing Pie with Fractional Marketing Services

Ahhh, pie. Who doesn’t love a slice of pumpkin pie after Thanksgiving dinner? If it is good pie, just a slice will make you...

Intuit Builds on Resources to Help Self-Employed and Small Businesses Understand Available Relief Under...

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To further help customers and communities overcome their most important financial challenges, Intuit, a global technology platform powering TurboTax, QuickBooks, and Mint, today updated...