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

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...

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.”

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


Someone asked me the other day what it feels like to be a risk-taker. I answered, “It feels like failing more times and in...

How Often Should Cost Segregation Be Applied?

How often should cost segregation be applied to a building? And are annual updates required or necessary? Property owners ask this question on a regular...

Taking Your Firm Virtual 2021: Day Three Coverage

The third and final day of The Taking Your Firm Virtual Summit, hosted by Nayo Carter-Gray, was another fun-filled and interesting experience with topics...

Taking Your Firm Virtual 2021: Day Two Coverage

Day two of three, of the Taking Your Firm Virtual Summit, hosted by Nayo Carter-Gray, was filled with expert speakers on a variety of...

Taking Your Firm Virtual 2021: Day One Coverage

The Taking Your Firm Virtual Summit, hosted by Nayo Carter-Gray, founder of 1st Step Accounting, is back in it’s second year! The online conference...

Creating a 3-Part Post-Season Plan for Your Tax Firm

“The goal is to turn data into information, and information into insight.” – Carly Fiorina, former executive, president and chair of Hewlett-Packard Co. Tax season...

Taking Your Firm Virtual 2021 to take place August 3-5

The Taking Your Firm Virtual Summit is back for its second year! Taking place August 3-5, 2021, Nayo Carter-Gray is back with her virtual...

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Leading the Way

At Intuit, our mission is to power prosperity around the world. To aid customers in that regard, Intuit Accountants recently released the results of...

Establishing a Brand: Critical to Success

Your brand is what sets you apart from your competition. It's makes you stand on your own as a unique solution. It’s important to establish...
man on computer during fam time

Respecting Your Team’s Off Time

As we approach another round of holidays, it's important to remember to respect your team's off time. This may seem like an obvious thing...