Tag: workflow management
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Finding the right tax season prospects
With plenty of work and not enough preparers, it would seem finding new clients would be as simple as hanging out your proverbial shingle,...
Are you managing your clients or are they managing you?
A friend asked me how my Sept. 15 deadline went. And while it was certainly a busy week, I found myself mostly re-organizing my...
AICPA releases statement on IRS announcement concerning ERC Mills
Following an announcement by the Internal Revenue Service (IRS), the American Institute of CPAs (AICPA) released its response.
AICPA President and CEO, Barry Melancon, CPA, CGMA, says, the latest initiative...