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Tax Pro Center | Intuit > Articles by: Josh Lance, CPA, CGMA

Josh Lance, CPA, CGMA

Josh Lance, CPA, CGMA

A licensed CPA and CGMA, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also head of accounting for Practice Ignition and an adjunct professor at Northwestern University. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. He was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named one of the 40 under 40 in 2017 by CPA Practice Advisor. Find Josh on Twitter @lancejd1.

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Practice Management

5 steps to streamline your sales and onboarding workflows

September 10, 2020 / Josh Lance, CPA, CGMA
5 steps to streamline your sales and onboarding workflows

Getting your firm’s sales and onboarding process right is just as important as your client service process; get best practice tips from Josh Lance, CPA, CGMA.

Full Story

Practice Management

3 ways to monetize your tax firm’s service offerings during COVID-19

June 18, 2020 (Last Modified: July 13, 2020) / Josh Lance, CPA, CGMA
3 ways to monetize your tax firm’s service offerings during COVID-19

Josh Lance, CPA, CGMA, offers three ways to add to your tax firm’s bottom line, while also helping your clients stay in business.

Full Story

Practice Management

Maintaining a “team” feeling while working remotely

April 15, 2020 (Last Modified: April 22, 2020) / Josh Lance, CPA, CGMA
Maintaining a “team” feeling while working remotely

Josh Lance, CPA, CMGA, offers three practical tips on how to improve your team’s efficiency while working remotely.

Full Story

Practice Management

3 Ways to Keep Staff Happy During Tax Season

January 20, 2020 (Last Modified: March 9, 2020) / Josh Lance, CPA, CGMA
3 Ways to Keep Staff Happy During Tax Season

Happier staff leads to a better experience for your clients; get three practical tips from Josh Lance, CPA, CGMA, for a better tax season.

Full Story

Practice Management

5 Ways to Set Yourself Up for Tax Season Success

November 21, 2019 (Last Modified: March 10, 2020) / Josh Lance, CPA, CGMA
5 Ways to Set Yourself Up for Tax Season Success

The proof is in the planning, according to Josh Lance, CPA, CGMA. Find out how to have a successful tax season with these five tips.

Full Story

Practice Management

There’s no “I” in Team: Investing in Your Staff

August 20, 2019 / Josh Lance, CPA, CGMA
There’s no “I” in Team: Investing in Your Staff

Get three simple and effective strategies from Josh Lance, CPA, CGMA, to ensure your staff stays for the long term and remains committed to your tax and accounting firm.

Full Story

Practice Management

How to Invigorate Your Staff This Tax Season

January 11, 2019 (Last Modified: January 30, 2019) / Josh Lance, CPA, CGMA
How to Invigorate Your Staff This Tax Season

Here are some ways you can change the way you manage your tax and accounting practice staff to give them a better experience this tax season.

Full Story

Grow your practice, Practice Management

The Top 5 Things You Need to Know to Grow Your Practice

October 24, 2018 (Last Modified: May 14, 2019) / Josh Lance, CPA, CGMA
The Top 5 Things You Need to Know to Grow Your Practice

Growing your practice isn’t easy. Josh Lance, CPA, CGMA, declares five things you must know to grow your tax and accounting practice.

Full Story

Practice Management

How to Develop (and Retain!) Future Leaders at Your Practice

August 16, 2018 (Last Modified: March 5, 2019) / Josh Lance, CPA, CGMA
How to Develop (and Retain!) Future Leaders at Your Practice

Don’t let talented tax staff go elsewhere – learn how to develop and retain your staff for future leadership positions.

Full Story

Grow your practice, Practice Management

3 Ways You Could Make More Money Because of the Tax Cuts and Jobs Act

July 25, 2018 (Last Modified: May 14, 2019) / Josh Lance, CPA, CGMA
3 Ways You Could Make More Money Because of the Tax Cuts and Jobs Act

Based on the content in the Tax Cuts and Jobs Act, discover ways to work with clients and prospects to bring in more revenue to your tax practice.

Full Story

Practice Management

5 Ways To Stay Sharp During the Off Season

June 11, 2018 (Last Modified: July 11, 2018) / Josh Lance, CPA, CGMA
5 Ways To Stay Sharp During the Off Season

Get expert advice from Josh Lance, CPA, CGMA, on how to improve your tax firm’s processes and client service.

Full Story

Practice Management

Remote Employees May Be the Cure to Your Staffing Woes

March 21, 2018 (Last Modified: August 18, 2020) / Josh Lance, CPA, CGMA
Remote Employees May Be the Cure to Your Staffing Woes

Finding quality talent in your local area for a tax and accounting firm can be difficult; discover the advantages of hiring remote employees.

Full Story



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