The Pros of Paperless Document Management

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Document management is knowing what you have, where you have it, and how long you have to keep it. Document management is also a...

Start. Structure. Scale.

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Arthur Ashe once said, “Start where you are. Use what you have. Do what you can.” Some of you may have been in practice...

Get Ahead of Collecting New 2021 Client Tax Data

Suffice it to say that the last three tax seasons might be the worst three in the history of forever. If not, all three...

The 8 Habits of Highly Effective Tax Planners

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Over 30 years ago, Stephen Covey published “The 7 Habits of Highly Effective People." The book became a bestseller and is often referenced to...

Hiring and Retaining Staff: 2022 and Beyond

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It’s easy for me to sit on this side of the page and provide you with insights on how to hire and retain staff...

Does Your Tax Software Already Take Care of Your Security + Compliance?

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Last time we talked about the IRS requirements for a data security plan was during PTIN renewal. Here's a great question that I get...

CPE Webinar: Create your advisory service lines using KPIs

September 29, 2021 at 12:00 p.m. Eastern Time | 1.0 CPE Credit Looking to clearly define your CAS business model, but aren’t sure where to...

Effective Client Communication Strategy

Having effective client communication is the first step to offering advisory services. Developing the strategy to work smarter, not harder when it comes to...

“Hey, Just One Quick Question.”

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The last two seasons have been endless for most practitioners. From PPP, unemployment, ERC and more, the tax and accounting industry has been plagued...

Leading with Confidence During a Pandemic

The past 1.5 years have been exhausting. Every day there's a new issue, a new deduction, a new variant.... it seems to never end....

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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...