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Tax Preparation & Advisory Services

Thinking Beyond Automating the Tax Preparation Process- How to Transform Your Final Review

Patrick Roberts October 12, 2020 Tax Preparation & Advisory Services

Revelation for the Accounting Industry

We are accountants who love analyzing numbers, but hate change. Change is disruptive, time-consuming and unpredictable! Since time is our currency and disruption is non-billable, change is carefully scrutinized and often over-analyzed, but one… Patrick Roberts May 18, 2020 Tax Preparation & Advisory Services

SBA Form 159: How to receive agent compensation for your firm’s PPP loan assistance

Overdue tax returns, unread emails and a growing call-back list.  All things that you and I are accustomed to dealing with during our tax season, but not now - not half a month after… Patrick Roberts April 29, 2020 Practice Management

Why the right sales strategy is so imperative for today’s CPA firms.

Let’s begin by addressing the obvious…most accountants are not natural salespeople. I doubt many of you got your CPA license, found a position at a firm (or started your own), learned the trade and… Patrick Roberts March 14, 2020 Practice Management

The Key Position Every CPA Firm Needs to Fill

Find out why adding a Director of Implementation was a game-changer for my firm. Each year the competition gets more fierce, the talent pool is shrinking, and we feel overwhelmed during tax season. Patrick Roberts January 27, 2020 Practice Management

2020 Tax Season: An Opportunity or a Checklist?

Tax season was brutal this year, and extension season wasn’t much better. It’s in the rearview mirror now which presents an opportunity for us to plan for improvements in 2020. A brand new, fresh… Patrick Roberts November 15, 2019 Practice Management Tax Preparation & Advisory Services

The Elephant in the Room: Human Errors and Tax Notices

Humans make mistakes - it’s a fact. And it’s also the one thing that all tax preparers have in common. Transposition errors, excluding important numbers, forgetting to check a box, or duplicating an entry… Patrick Roberts November 5, 2019 Practice Management Tax Preparation & Advisory Services

The Reviewer Bottleneck We All Face During Tax and Extension Season

I know you’ve been there. It’s 11:30 pm, and you’re still at the office with a stack of returns to review. You’re exhausted and ready for tax season to be over. You grab a… Patrick Roberts October 16, 2019
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