Stepping Out of Your Comfort Zone

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There are moments in life and in business where you need to challenge the boundaries and assumptions that define your reality. Pushing through the...

Bracing Clients for Fee Increases

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“Hi Mr. Jones, I know I have charged you $500 for the last 10 years to prepare your taxes, and I also know your...

Proposed Legislation Update Links

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Why is the government trying to legislate our futures in the midst of tax season?! Well, it is what is it. So, I scoured...

All about the National Society of Tax Professionals (NSTP)

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The National Society of Tax Professionals (NSTP) is a non-profit organization dedicated to serving the tax professional. NSTP is committed to helping its members...

ProAdvisor Advisory Training Now Available

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This article is originally from Insightful Accountant; you can view it here. More than any year prior, in 2020, small businesses leaned on accounting professionals...

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...

PPP 2.0: Helping Your Client Apply for Loan Forgiveness

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The Paycheck Protection Program (PPP) was a lifeline for the millions of small businesses that received forgivable loans. But now, time might be ticking...

Biden-Harris Administration Increases Lending to Small Businesses in Need & Announces Changes to PPP

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The official White House website released a fact sheet surrounding the Biden-Harris Administration's several changes to the PPP to aid small businesses amid the...

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[CPE Webinar] Big Issues in 2021 – Identifying Risk is the First Step to...

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September 29 at 1:00 p.m. ET | Presented by Peter J. Larkin and Cynthia Butera | 1.0 CPE Credit The economic landscape for 2021 has...

Key Strategies to Help Your Firm Succeed in Today’s Evolving Accounting Profession

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Regulatory changes, emerging trends, and new technologies. Alone, each of these developments would be enough to create a rapid evolution in the accounting profession....

Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services

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Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...