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Practice Management

Why Your Marketing Message Needs to Be Updated This Year

When was the last time you updated your firm's marketing message? Learn facts, tips, and strategies for accounting firms to update their marketing message. Janel Sykora January 8, 2021 Practice Management

PPP (People, Process, Product) Game Plan for 2021

The PPP business strategy for accounting firms in 2021 leverages a balance between 3 key pillars: People, Process, and Product. Janel Sykora December 16, 2020 Features & Updates

Why I Left an Accounting Technology Giant to Join a Tax Technology Startup

Why I chose to leave a great position with a corporate household name in the accounting profession to join a tax technology startup Janel Sykora December 7, 2020 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
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