Are you familiar with the IRS Acceptance Agent Program? Participating in this program may be a way to gain more clients and build your practice. An Acceptance Agent is a person or entity (business or organization) who, pursuant to a...
A few months ago, Acuity started a tax practice, and in our 14 years of existence, this was something we never thought we’d do. Since inception, we had been an outsourced accounting practice, starting with CFO services, and adding controller...
The stars have aligned for firms ready to shift client services from a singular focus on tax preparation and compliance work to leading with planning and advisory services. Tax reform, technology automation, a growing economy and clients seeking greater financial...
When many tax and accounting firm owners first started their practice, they put in place measures that allow them to serve their clients and have the practice they want. However, after a period of time, they hit a ceiling where...
Something there seems to be no shortage of in the tax and accounting profession is clients. When I started my firm, I didn’t realize this, so I took all the clients who came my way. By doing this, I learned...
We’ve definitely come a long way since the days when advertising for accountants was “a violation of professional ethics,” a notion that was dissolved in roughly 1978, as I recall. And, no, I was not practicing; I was still in...
Niches are an important part of any thriving tax and accounting firm. Not only does a niche set you and your firm apart from its competition; it also is good for client recruitment and retention because you can position yourself...
The Tax Cut and Jobs Act (TCJA) made some fundamental changes to the tax code and was dropped on all of our laps in December 2018, just as tax season kicked off. While you may have not taken the time...
When we think of social media for business, we often only think about LinkedIn. Actually, there’s another vehicle – the Facebook business page – that might just be the secret weapon to marketing your tax practice. As a tax pro,...
In my experience, it’s much more valuable to know who is not your customer or client than who is. Why? This journey led me down a road that is long-winding and has many different pathways. In the end – and thanks...
Are you familiar with the IRS Acceptance Agent Program? Participating in this program may be a way to gain more clients and build your practice. An Acceptance Agent is a person or entity (business or organization) who, pursuant to a... 
