Practice Management

Practice Management Tax Preparation & Advisory Services

What this innovative tax firm is doing to make ‘hustle season’ more bearable

I had the opportunity recently to sit down with Kristen Keats, Owner of Sherwood Tax & Accounting. Imagine tax season without burnout. Better yet,… Practice Management Tax Preparation & Advisory Services

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

Tax returns are table stakes. Everyone can do them. So, how are you going to stand out? What your clients pay you for is… Practice Management Tax Preparation & Advisory Services

Prevent The Great Resignation from affecting your firm…

Have you heard of The Great Resignation? The post-pandemic phenomenon where approximately 55% of Americans are expected to seek a new opportunity? According to… 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… Practice Management Tax Preparation & Advisory Services

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

Thirty years into my sales leadership career, I was comfortable. It would have been so easy to stay in my own lane, follow directions,… Practice Management Tax Preparation & Advisory Services

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

For the second year in a row, tax season has been brutal.  With legislation changing mid-season and additional PPP loan opportunities requiring your attention,… 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. In a CPA Practice Advisor article… 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. … Practice Management Tax Preparation & Advisory Services

How to Implement Tax Preparation Automation to Save Time and Close a Skills Gap

Today’s narrative in the accounting profession is often about automating manual tasks for certain compliance processes like tax preparation and bookkeeping. Bots, OCR and… Practice Management

How To Set Up An Automated Workflow For Your 1040s This Tax Season In 10 Minutes

With the official beginning of tax filing season for 2021 now pushed to February 12, this tax season is already starting off more compressed… Practice Management

Why Your Marketing Message Needs to Be Updated This Year

When was the last time you updated your marketing message? I know- tax season is here, and you’re busy. And, I get that you… Practice Management

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

So how do you feel about the brand new acronym that will forever remind us of 2020? Do you love it because it has…