Technology for Growth: K&A Mobile Tax Services

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K&A Mobile Tax Services is a Houston based, multi-location tax and accounting firm that has seen tremendous growth since it’s founding. The two founders,...

Revisit Your Referrals for Tax Season: Is Your Strategy Working?

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As we’re well into another tax season, there’s still time for accountants and tax professionals to bring in new business going into the home...

Taking New Clients During Tax Season

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I keep seeing posts on Twitter and LinkedIn from tax professionals getting frustrated at business owners and individuals alike who are late to the...

The Tax Season Was Just Extended: Time to Get Your Written Data Security Plan...

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Yes, it’s now official. The IRS has extended the individual tax deadline to May 17. However, when it comes to the IRS requirement for...

Tax Season is No Time to Be Sweating the IRS Requirements for a Written...

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Remember a few weeks ago when I encouraged you take advantage of the opportunity before tax season to get your Written Data Security Plan...

Hiring Your Number One

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I am an avid Star Trek fan and I have always dreamed of saying “make it so number 1.” If you do not get...

[CPE] The Foundations of Value Pricing: How to get better prices

April 1, 2021 | 12:00 p.m. Eastern Time | Presented by Mark Wickersham | 1.5 CPE Credits | $99 Cloud accounting and technological advances are...

This Was Supposed to be the Future

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The last few decades of the 20th Century promised us automated flying cars, robot house keepers, space travel, cybernetic implants, and artificially intelligent androids....

Gain More Clients This Tax Season

If the thought of expanding your tax practice this filing season is giving you anxiety, not to worry! Just check out my most recent...

Technology to Support Touchless Service This Tax Season

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Much like last year, the 2021 tax season will not just be business as usual. With the pandemic still keeping people at home and...

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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.