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
Practice Management 4 Win-Wins to Increase Efficiency and Decrease Stress in Your Tax Practice January 3, 2019 March 5, 2019 / Fredric D. Leffler, CPA, MBA Learn how to manage a more productive tax firm by increasing efficiency and decreasing stress. Full Story
Practice Management Poll: Which Type of Tax Organizer Will You Use This Tax Season? December 13, 2018 November 20, 2018 / Tara Stratton Are you planning on using a digital or paper organizer to help prepare for the coming tax season? Let us know in this poll! Full Story
Grow your practice, Practice Management Tax Practice of the Future: 3 Steps to Increase Advisory Services November 28, 2018 June 4, 2019 / Jim Buffington, CPA This article focuses on three critical steps future-focused tax practices can take to increase their advisory services. Full Story
Practice Management How to Prepare Your Firm for Online Transformation November 26, 2018 May 14, 2019 / Chris James, JD Find out how Chris James, JD, moved his firm’s tax preparation, bookkeeping services and client files to the cloud. Full Story
Practice Management Bad Habits Firms Need to Break Before Next Tax Season November 16, 2018 August 23, 2019 / Andrew Poulos, EA, ABA, ATP Tax professionals should break these bad habits and focus on technology, staffing and client retention/recruitment for a more productive tax season. Full Story
Practice Management Try These 4 Tips When Implementing New Tax Software November 15, 2018 March 5, 2019 / Michelle Hammond, CPA, MBA, CGMA From pre-planning to installation and staff training, learn how to make a smoother switch to new software. Full Story
Practice Management Tune Up Your Practice Prior to Tax Season November 7, 2018 October 31, 2018 / Nayo Carter-Gray, EA This article highlights how tax practices can evaluate their processes and tools, as well as their workflows, prior to the start of tax season. Full Story
Practice Management Tips for Choosing a Cloud Provider November 1, 2018 May 14, 2019 / Christopher Denton This article gives you a starting point of five areas to consider as you prioritize the list of requirements for your business when considering cloud providers. Full Story
Practice Management, Workflow tools How to Simplify the Finish and File Process October 25, 2018 October 29, 2018 / Jim Buffington, CPA Find out how you can update your finish and file workflow to improve productivity and your client experience. Full Story
