Integrating Your Audit and Tax Workflow

“At some point being cautious means you are falling behind.” It is well established that CPA firms are typically not at the leading edge of any technology shifts. We write it off to being prudent or methodical, but the fact remains that on the technology adoption curve, most CPAs fall in the category of late… Read More

Lessons For CPAs From Bill Belichick

New York Jets v New Engalnd Patriots

“I’ll take responsibility for all the plays that are called. I have the final say on it. If I don’t want to run the play, then I can call it off – that’s my right as a head coach. Any of the bad ones, you can blame me for because ultimately I could change them… Read More

The Questions Every CPA Firm Must Answer

key questions

Tax season is over and now is the time to assess the performance of your firm and your team. Most firms develop a series of quantitative and qualitative measures to determine what worked and what changes need to be made. They ask important, fundamental questions like: Where can we gain efficiency? Where were the bottlenecks?… Read More

What Did You Learn From The 2016 Busy Season?


With tax season over, it is safe to say that CPAs everywhere have earned a much needed vacation. However, before officially closing the door on the 2016 season, take a moment to reflect on the following key questions: What went well and smoothly this season? What gave you the biggest headache and needs improvement? How… Read More

Tax Season Is Over…Now What?

49105195 - popping champagne and toast of midnight

Congratulations, Tax Season is officially over!  You have made it through some long and stressful weeks and have come out relatively unscathed. In may ways, the day after Tax Day marks the start of a brand new year for CPAs.  How can you make sure that your new year starts off on the right foot? Click… Read More

Some Accounting Humor For The Final Crunch of Tax Season

accounting joke

Now that March Madness is over, here is a compilation of Accounting jokes to get you through the final days of Tax Season…. Welcome to the accounting department, where everybody counts. Ever wonder why they call it a Form 1040?  For every $50 you earn, you get $10, they get $40. It’s accrual world. It’s 4:04…. Read More

Managing Stress During Tax Season

stressed out

With less than a month left of the busy season, the 60-hour a week, 6 day weeks are taking a toll on even the most seasoned tax professional.  Before you reach for that 4th cup of coffee or that ever enticing open box of Girl Scout Cookies, take a deep breath and click here for… Read More

What Is Your Firm’s Story?

62913296 - glowing letters on book light

  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… Read More

Are You An Effective Communicator?

effective communication

Mention the name “Donald Trump” and it sure to elicit a reaction. Every day in the news, on social media and in our normal interactions with people, our new President seems to be top of mind. People are not afraid to express their opinions about him – strongly and in no uncertain terms. Most of… Read More