Industry Insights

Janel Sykora How to eliminate the 1040 tax workflow bottleneck for reviewers, managers, and partners Looking back on yet another stressful tax season, we are hearing a lot about the continued bottleneck and pressure on reviewers, managers, and accounting firm partners. You can automate the… Tax Preparation & Advisory Services

Getting it right is work that matters.

TaxExact™ is expanding as we continue to grow our footprint in the marketplace! We recently added a talented accountant to our team as a… 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… Firm Marketing

Story-based marketing in accounting firms

Would you rather watch a riveting Netflix series or a 100+ slide PowerPoint presentation? Exactly. That’s the power of story. In fact, there has… 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,… Tax Preparation & Advisory Services

The 1040 review process that increases firm profitability and client value

Implementing OCR technology, firms have realized the tax return preparation process can be fully automated, but the real problem still lies with the review… 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,… Tax Preparation & Advisory Services

Independent verification of your tax software’s results saves time and reduces errors

Independent verification is the process of quickly re-creating a truncated version of a 1040 tax return with a separate tool to instantly compare the… 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… Accounting Firm Competition Firm Marketing Tax Preparation & Advisory Services

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

Why should you even be thinking about marketing your firm during tax season? You’re busy, exhausted, and you can’t see light at the end… 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. …