While many tax practitioners have good intentions to move to a virtual tax practice, how many actually make this happen? Meet Christopher A. Bush, CPA, of Frisco Tax Services in Frisco, Texas. Chris has more than 29 years of tax...
Something as complicated as tax reform can be difficult to explain in simple terms to clients who would rather focus on their businesses than be overwhelmed by one more phone call, newsletter or even email string. We feel their pain;...
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...
While there’s nothing new about using more than one monitor, what about using four? In my situation, I use four monitors every day at my office desk, but it depends on the type of work you do to determine how...
Twenty-one years ago, Intuit® released the “QuickBooks Professional Advisors Program.” Founder Scott Cook declared the goal of the program was to help accounting professionals take a more proactive role in helping their clients achieve maximum financial success while using QuickBooks®....
Today, there is so much information available about the reasons why firms move to the cloud, but what’s lacking is the actual step-by-step process these firms took to make the move. My firm, James Management Group (JMG), began this transition...
Each business or individual will have different needs from their cloud provider. However, there are some common areas that everyone should consider when deciding which provider to choose. Cost First and foremost, this will be an area that everyone will...
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...
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...
Welcome back to our Firm of the Future profile series about thriving firms who are benefitting from the cloud and QuickBooks® Online Accountant (QBOA) to better serve clients and find new revenue opportunities. In this new article, we spotlight Pam Bingham of PB...
While many tax practitioners have good intentions to move to a virtual tax practice, how many actually make this happen? Meet Christopher A. Bush, CPA, of Frisco Tax Services in Frisco, Texas. Chris has more than 29 years of tax... 
