Tax Practice Management – Onboarding 1099 Clients and The Process

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As the year comes to a close, we are thinking about presents, visiting with family, and celebrating the upcoming new year. What our team is...

4 Strategies for Generating New Tax Clients During Tax Season

Tax season is typically the busiest time of year for CPAs and accountants, with many firms needing accountants to work 9-10 hours a day, 5-7 days...

Tax Practice Management – Why Does It Matter?

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Being a tax preparer, you have certain due diligence requirements for the preparation of income tax returns. The AICPA sets a minimum standard that we...

Three Reasons You Should Start Using a Client Portal

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Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools— clunky and barely...

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Mental Health Check: Lack of Motivation & Feeling Defeated

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We've all been there. We've all had a deadline or project hanging over our heads that we just couldn't get ourselves to get to....

Why an Expense Management System is Key to Expanding Your Firm’s Client Advisory Services

Client advisory services (CAS), has been a buzzword in the accounting profession for years. In theory, the business strategy is simple: evolve your firm’s services...
Process

Chicken or the Egg: Does Process Dictate Technology or Technology Dictate Process?

Finding the perfect technology solution needs to be finessed with compromises from the most effective process.