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Practice Management Tax Preparation & Advisory Services

Does your 1040 workflow support what clients are really paying you for?

There are legacy processes in the 1040 workflow that are broken. The real elephant in the room is the review and over auditing the tax return. Janel Sykora September 21, 2021 Practice Management Tax Preparation & Advisory Services

Prevent The Great Resignation from affecting your firm…

In a profession already challenged with a talent shortage, public accounting and tax firms cannot afford to lose good people to The Great Resignation Janel Sykora August 27, 2021 Firm Marketing

Story-based marketing in accounting firms

Today, people and business owners have many options locally and virtually.Story-based marketing clarifies, captures attention, and... Janel Sykora August 10, 2021 Practice Management Tax Preparation & Advisory Services

Making it happen- the path to advisory services

Public accounting firms are at a critical stage in their transition to offering advisory services. The gap for some seems to be in simply making it happen.   Guillermo Rodriguez July 26, 2021 Practice Management Tax Preparation & Advisory Services

How a professional sabbatical led to my role as Chief Realization Officer

I accepted a role as Chief REALIZATION Officer. I’ve discovered my ‘something more’ and have been challenged to ‘change lanes’... Julie Bonness July 9, 2021 Tax Preparation & Advisory Services

The 1040 review process that increases firm profitability and client value

...firms have realized the tax return preparation process can be fully automated, but the real problem still lies with the review process. Catherine Baranowski May 20, 2021 Practice Management Tax Preparation & Advisory Services

How to have more time during tax season to focus on high value conversations and advisory services

how you can expedite your 1040 review process and remove the reviewer bottleneck to have more time during tax season for high value conversations Janel Sykora May 12, 2021 Tax Preparation & Advisory Services

Independent verification of your tax software’s results saves time and reduces errors

Independent verification is the process of re-creating a truncated version of a 1040 tax return with a separate tool to instantly verify the results. Janel Sykora April 22, 2021
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