Time’s up. Tax season is here. By now, I trust your advisory strategy is gaining momentum, your staff is now well-versed on the nuances of the new QBI deduction and you’ve made those critical appointments to help your clients adjust...
Workflow tends to be a problem area for many tax professionals. Although firms can pivot quickly, and navigate snags and hiccups that may arise due to inefficiencies with relative ease, there is always room for improvement. Perfecting the processes your...
The keys to a successful tax season include an efficient, standardized workflow, a well-trained staff, and clear client expectations. By rearranging a few key workflows and clearly communicating up front, many firms have eliminated client touchpoints and non-value steps from...
The world is changing. Only those transitioning from tax accountant or bookkeeper to consultant or advisor may thrive. Technology has been moving faster than ever before. In 1965, Moore’s law observed that the number of transistors in an integrated circuit...
The Tax Cuts and Jobs Act (TCJA) was signed into law on Dec. 22, 2017. It is broadly considered the largest piece of tax legislation in 30 years, and tax professionals are quickly trying to get up to speed on the...
The accounting profession has evolved dramatically over the past few years. This evolution has been accelerated by the amazing technology that’s available to us and our clients. For our practice, this means we need to take a long, hard look...
In this “Tax Pros for Reel” video, Intuit® ProConnect™ tax professionals and QuickBooks® Accountants share their thoughts on the Practice Management Tool within QuickBooks Online Accountant. Find out more about the new, free practice management features now inside QuickBooks Online...
When everything is in the cloud, you improve accessibility and the client experience. You can access data anytime, anywhere. Clients and prospects are looking for convenience and want instantly accessible information. When all the tax information is in a client portal,...
Over the past several years, our team has become good at one seemingly simple but all-important thing: the art of the pivot. We’re not only okay with being unsure and uncomfortable, but we actively put ourselves in situations that force...
As tax season quickly approaches, it’s time to focus on how we can increase productivity by working smarter, not harder. Developing ways to be more efficient may lead to increased revenues. Tip #1: Assess your procedures. It’s important to do...
Time’s up. Tax season is here. By now, I trust your advisory strategy is gaining momentum, your staff is now well-versed on the nuances of the new QBI deduction and you’ve made those critical appointments to help your clients adjust... 
