How to “Cloud Accounting” for Tax: Phase 3: Ensuring Success
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
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
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...
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...
To further help customers and communities overcome their most important financial challenges, Intuit, a global technology platform powering TurboTax, QuickBooks, and Mint, today updated...