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Practice Management

How to stay in lockstep with the IRS “Security Six”

July 7, 2020 (Last Modified: August 14, 2020) / Intuit Accountants Team
How to stay in lockstep with the IRS “Security Six”

In this infographic, find out more how security threats to your tax practice and your clients.

Full Story

Grow your practice, Practice Management

How to find new clients during COVID-19

July 6, 2020 (Last Modified: July 13, 2020) / Diana Crawford, CPA
How to find new clients during COVID-19

Finding new clients for a tax and accounting firm can be done effectively online through social media; get several practical tips from Diana Crawford, CPA.

Full Story

Practice Management

8 ways to volunteer in your community

July 2, 2020 / Bhairavi Parikh, CPA
8 ways to volunteer in your community

No matter the circumstances, volunteering in your community helps others in need. Bhairavi Parikh, CPA, offers eight way to volunteer.

Full Story

Practice Management

Advising veterinarians on how to elevate their practices during COVID-19

June 29, 2020 (Last Modified: July 14, 2020) / Jamie E. O'Kane, CPA, CTC
Advising veterinarians on how to elevate their practices during COVID-19

In this article from Jamie E. O’Kane, CPA, CTC, learn how she’s helping her veterinary practice clients survive COVID-19.

Full Story

Practice Management

Diversity in tax and accounting firms

June 25, 2020 (Last Modified: July 1, 2020) / Nayo Carter-Gray, EA
Diversity in tax and accounting firms

In this thought leadership article, Nayo Carter-Gray, EA, provides tax and accounting leaders with clear direction on how to add diversity to their firms.

Full Story

Practice Management

Creating capacity in your firm for advisory accounting

June 22, 2020 (Last Modified: July 13, 2020) / Cassidy Jakovickas, CPA
Creating capacity in your firm for advisory accounting

Transitioning to an advisory accounting practice requires a deep dive into staffing and administrative duties; Cassidy Jakovickas, CPA, provides a practical approach to ensuring your firm’s needs are met.

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

Intuit Accountants training and education options for your tax practice

June 17, 2020 (Last Modified: August 24, 2020) / Jasen Stine
Intuit Accountants training and education options for your tax practice

Intuit® Accountants has plenty of dynamic choices for learning and continuing education; check out your options in this articles by Jasen Stine.

Full Story

Practice Management

Adopting the perspective necessary for an advisory focus

June 15, 2020 / Cassidy Jakovickas, CPA
Adopting the perspective necessary for an advisory focus

Changing your firm’s service delivery to advisory accounting has more to do with your expertise than simply providing basic solutions. Find out how to make these changes in this article by Cassidy Jakovickas, CPA.

Full Story

Practice Management

Top 3 reasons tax firms choose hosting

June 12, 2020 (Last Modified: August 14, 2020) / Corey Cantor
Top 3 reasons tax firms choose hosting

Understand how hosting solutions for Intuit® Lacerte® Tax and ProSeries® Tax benefit your tax firm.

Full Story

Practice Management

Better together: keynote presentation from Jorge Olavarrieta

June 11, 2020 / Intuit Accountants Team
Better together: keynote presentation from Jorge Olavarrieta

In this video, Jorge Olavarrieta discusses what Intuit is doing to help tax customers and their clients succeed.

Full Story

Practice Management

The magic of multiplication has special meaning when you volunteer

June 10, 2020 (Last Modified: June 13, 2020) / Andrea Parness, CPA, CTC
The magic of multiplication has special meaning when you volunteer

Giving back means different things for different people; find out why Andrea Parness, CPA, CTC, volunteers her time and makes a difference in her community.

Full Story

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