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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 Accounting Firm Competition Practice Management

How To Attract and Retain Stellar Talent In Your Public Accounting Firm

Attracting talent is a big challenge many public accounting firms struggle with, and it isn’t getting any easier...how this CPA firm attracts stellar talent Janel Sykora April 14, 2021 Accounting Firm Competition Firm Marketing Tax Preparation & Advisory Services

5 Easy Ways To Market Your Firm During Tax Season (and Why You Should)

Here are 5 simple things you can do right now to market your firm as you are finalizing and delivering tax returns to clients. Janel Sykora April 7, 2021 Practice Management Tax Preparation & Advisory Services

Reviewing Tax Returns – A Necessary Evil That Doesn’t Have To Be Evil

Does anyone really like reviewing tax returns? As the most time consuming part of the preparation process, it may also be the most important.  Janel Sykora March 24, 2021
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