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...

TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices

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2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks...

The Landscape of Automation Softwares

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In light of the recent capital raise by Workato, I thought it prudent to discuss a few of the workflow automation tools out there...

How to Build and Maintain Client Relationships Virtually

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The virtual world and the business world have integrated considerably over the past few years, and even more so during the pandemic, to transform...

Three Untapped Niches of Opportunity for Your Firm in 2021

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Dentistry. Construction. Real estate. Working with clients in these industry verticals can provide your firm with incremental growth. While these niches are certainly solid...

Five Questions to Help You Evaluate the Profitability of a Potential Niche Market

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A common challenge that many accounting firms face when adopting a niche strategy to increase revenue is trying to determine which niche they should...

Five Tips for 1099s in QuickBooks Online

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As if 2020 hasn’t been challenging enough now at the mad dash to the year-end we need to learn and comply with the new...

Follow these Five Steps to Expedite Your Firm’s Niche Market Success

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Niching, the business strategy that allows your firm to leverage its expertise in one or more industry vertical, has become a trendy topic in...

Tax Season Preparation: Your Marketing Technology Checklist

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We are quickly approaching the end of the year, and for accountants that means one thing: tax season is almost upon us once again....

Redefining success amid the pandemic and beyond

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Even while some organizations thrived by helping others pivot to remote work, or found new opportunities that proved quite lucrative amid the ongoing pandemic,...

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IRS Guidance on the Employee Retention Credit (ERC)

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The IRS published additional guidance on the Employee Retention Credit (ERC) this week. This guidance is helping advisors navigate the waters of taking the...

SBA rules PPP borrowers can use gross income

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The U.S. Small Business Administration (SBA) issued new Paycheck Protection Program (PPP) rules that allow self-employed individuals who file Form 1040, Schedule C,  Profit...

Managing Anxiety During Tax Season

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While you're busy taking care of your practices and clients this tax season, make sure to check in with yourself as well. Here are...