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Tax Pro Center | Intuit > Articles by: Kessla Sloan

Kessla Sloan

Kessla has worked in growth, marketing, customer service and web design at SKYsmb for more than eight years. She has worked closely with her father, Scott Sloan, to transform the family accounting firm into a rapidly-growing business design company by leveraging technologies to create a seamless cloud-based experience for the team and clients. She specializes in customer experience design and onboarding. Find Kessla on Twitter @SKYsmbAuditron.

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Practice Management, Workflow tools

Use tax season to shift from tax prep to tax planning

March 15, 2019 (Last Modified: October 6, 2021) / Scott Sloan, CPA / Kessla Sloan

Use tax season to shift from tax prep to tax planning

Find out how SKYsmb uses Tax Planner in Intuit® ProConnect™ Tax Online to move the client conversation from tax preparation to tax planning.

Practice Management, Workflow tools

3 Workflow Improvements Every Tax Firm Should Implement

January 9, 2019 / Kessla Sloan / Scott Sloan, CPA

3 Workflow Improvements Every Tax Firm Should Implement

Get more efficient with these three workflow improvements for your tax practice.

Practice Management, Workflow tools

Important Tools to Help You Manage Your Tax and Accounting Practice

August 17, 2018 / Kessla Sloan

Important Tools to Help You Manage Your Tax and Accounting Practice

Learn how accessible tools and an ergonomic work environment can help you define and improve your tax and accounting practice’s workflow.

Practice Management

Evaluating Success: Setting and Reaching Business Objectives

June 27, 2018 / Kessla Sloan

Evaluating Success: Setting and Reaching Business Objectives

Find practical ways to meet your tax firm’s objectives by assessing your clients, services and more.

Practice Management, Workflow tools

How cloud tax and accounting makes tax season a breeze

March 1, 2018 (Last Modified: October 6, 2021) / Kessla Sloan

How cloud tax and accounting makes tax season a breeze

Find out how SKYsmb uses Intuit ProConnect Tax Online, QuickBooks Online Accountant and Intuit Link to improve its collaboration and help its clients.

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