Practice Management Tax Pros for Reel: How is Tax Reform Affecting Your Practice? February 13, 2019 January 29, 2019 / Intuit ProConnect Team Find out how tax reform is affecting the delivery of services in several tax firms. Full Story
Practice Management, Workflow tools Top Tech Tools to Maximize Your Time This Tax Season – Powered by Intuit February 6, 2019 February 20, 2019 / Robbie Randall Learn how to work smarter this tax season with Intuit ProConnect tools. Full Story
Grow your practice, Practice Management Why Our Firm Started a Modern Tax Practice February 1, 2019 January 16, 2019 / Chris Chapman, CPA / Kenji Kuramoto Find out why Acuity started its cloud-based tax practice and how it will measure success. Full Story
Practice Management Staff Performance Metrics in a Small Accounting Firm January 28, 2019 March 5, 2019 / Jackie Meyer, CPA, CTC Consider performance-based pay to incentivize your tax staff; Jackie Meyer, CPA, CTC, explains what performance pay is and discusses two case studies. Full Story
Practice Management Beat Busy Season Burnout With These Morale Boosters January 22, 2019 January 15, 2019 / Dawn Brolin, CPA, CFE From an awards’ wall, to team building and other activities, tax professionals need to find the time to create motivational morale boosters during busy season. Dawn Brolin, CPA, CFE, offers several tips. Full Story
Practice Management How to Update Your Tax Firm’s Data Safeguards Based on IRS Pub 4557 January 16, 2019 June 7, 2019 / Jim Buffington, CPA Before working on any client returns for the next tax year, make sure your security is updated. Full Story
Practice Management Why I Use 4 Monitors January 15, 2019 August 8, 2019 / Caleb Jenkins, EA, CQP Caleb Jenkins, EA, shows you how to be super productive by using multiple monitors for managing your tax and accounting software and apps. Full Story
Practice Management How to Invigorate Your Staff This Tax Season January 11, 2019 January 30, 2019 / Josh Lance, CPA, CGMA 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
Practice Management, Workflow tools 3 Workflow Improvements Every Tax Firm Should Implement January 9, 2019 / Kessla Sloan / Scott Sloan, CPA Get more efficient with these three workflow improvements for your tax practice. Full Story
Practice Management, Training Don’t Miss These Ways to Get Your Staff Ready for Tax Season 2018 January 4, 2019 March 5, 2019 / Tara Stratton Get your staff ready for tax season with this collection of articles on tax reform. Full Story
