At the end of the 2017 Tax season I compiled a list of the biggest pain points that Accountants and CPAs tend to feel during the busy season. I am not sharing this information to pour salt on an already open wound. My intent is to see if you are already feeling the same pains… Read More
Ahhh, Valentine’s Day! A day filled with thoughts of love, chocolate, romance and your tax returns. Yes, I did say it – your tax returns. Why would such words come out of my mouth on such a wistful February day? There are many reasons! And the three articles that I found below outline them quite… Read More
The Super Bowl is just days away and many of us are actively rooting for Tom Brady and the Patriots to lose. Don’t get me wrong, I was sad to see Kansas City lose last week, as Mahomes is a fantastic Quarterback with a very bright future ahead of him. However, he made the unfortunate… Read More
How would you answer these questions: Tell me about your firm What makes you different? Why do client’s come to your firm? What value do they get from your services? It would not be surprising if you struggled a little to come up with your answers. CPA firms, particularly small and mid sized, tend not… Read More
You can’t turn on the news without hearing a story, or several about the current government shutdown. Having realized that my passport was up for renewal, my first concern was “Will this affect my ability to get a new passport?” Luckily for me, the answer was no. However it left me wondering what exactly is… Read More
The Internal Revenue Service (IRS) has announced that tax season will open on Monday, January 28, 2019. With less than 3 weeks to go until the official kick off to tax season, I thought I would compile a list of “Things To Do” that will help tax preparers get organized for tax season and make… Read More
Like many of you, all throughout the year I try to read as many books as I can for both business and pleasure – unfortunately, for me, there really isn’t much crossover here! The hardest part however, is picking out the right book. So for my last blog post of 2018, I thought I would… Read More
Once again, I had the pleasure of listening to Chris Heeter of The Wild Institute speak, however this time it was at the ITA Fall Collaborative in San Diego and the message was slightly different. Chris still spoke about the importance and courage of bringing all of who you are to all of what… Read More
How About a Better Way to Document Engagement Decisions? Wouldn’t it be a fabulous gift if engagement acceptance and continuance decisions could be more automated, compliant, and relevant? What about filling in practice aides related to preparation of financial statements, compilations, and reviews? Same answer, right? How can technology be leveraged to accomplish… Read More
