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 firmsToday, 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 servicesPublic 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 OfficerI 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 serviceshow 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 errorsIndependent 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
TaxExact for Accountants
TaxExact is a patent pending tax verification tool for tax professionals that transforms the review process while reducing staff burnout.
- Isolate and resolve errors
- Minimize review time
- Optimize your workflow
- Develop your team
- Increase staff retention
Download our FREE eBook!
"My Top 7 Ways to Increase Profits and Efficiency in Your Tax Practice"