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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Plan Ahead to Prepare Your Firm for New Developments and to Meet Emerging Challenges...

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There is a confluence of regulatory changes, emerging trends, and an evolving technology landscape that is reshaping the accounting profession. With so many developments...

Cybersecurity & Compliance: Is Antivirus Enough?

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A question that comes up a lot is, "I have antivirus on my computer. Isn't that enough for whatever I (or anyone else) should...

Why Monitoring These 3 Trends in Regulatory Changes is Essential for Accounting Professionals

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Every day, accounting professionals are faced with a growing burden of regulatory and compliance requirements, with more looming ahead in 2022 and beyond. While...