The 2019 Tax Season Is Finally Over!!

This year was unlike any other Tax Season! Between the COVID-19 extension, combined with many of us working from home, the 2019 Tax Season was challenging in ways we could have never anticipated. With that it mind, before putting the season behind you, take a moment to reflect on the following key questions: What went… Read More


Still Working From Home…

When NY started to close down in March, many of us thought that two weeks would pass and life as we know it would return to normal. Unfortunately, seven months later, many of us are still working from home while balancing life, work and our children’s remote learning. Far from an easy task. Speaking from… Read More


Engagement Letters From Creation to Signature

A recent trend in the evolution from workflow to business process management is the spin-off of a specific task from the original project, specifically engagement letter generation. Engagement letters might be considered low risk in certain circumstances, but the fact remains that an engagement letter is a contract. They are how the firm manages client… Read More


Tax Season Is Not Over…Yet!

Usually this is the time of year that I write my “Tax Season Is Over” article. For many CPAs, you still treated 4/15 as the tax deadline. Unfortunately, with many of our clients being affected by the COVID 19 pandemic, there are still several more months until the actual deadline is upon us. In the… Read More


Sometimes You Just Need To Laugh!

With the March 15th deadline just days away and the constant news feed regarding COVID 19, I thought many of us could use a much needed laugh. So here are some fun accounting jokes that will hopefully bring a smile to your face. As they say, laughter is the best medicine! 1. What do accountants… Read More


The Real Reasons Your Clients Leave

It’s time for some tough love. We can always find a reason to blame the client when they decide to leave. They were looking to pay as little as possible, they had unreasonable expectations etc. – we’ve used them all. Here’s the tough love: when it comes to client retention, it’s usually our fault when… Read More




CPA Firms’ Top Process Related Headaches!

In a recent survey, CPA firms were asked what processes they would like to reduce or eliminate. Here’s what they said: Bottlenecks that slow things down (mentioned by 48 percent of respondents) Duplication of work (46 percent) Poor interaction between departments (39 percent) Difficulty locating needed documents (33 percent) Lack of business process visibility (27… Read More


Reduce The Stress of Tax Season

Don’t sweat the small stuff. It’s advice that’s been around for decades, however in 1985 Richard Carlson wrote a hugely popular book with that title and used it as the premise for building a stress free life. Although he did not coin the expression, “Don’t sweat the small stuff…and it’s all small stuff”, he was… Read More