Why Your Marketing Message Needs to Be Updated This YearWhen 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 2021The 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 StartupWhy 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 ReviewPatrick Roberts October 12, 2020 Tax Preparation & Advisory Services
Revelation for the Accounting IndustryWe 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 assistanceOverdue 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 FillFind 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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