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


Workflow For The Lean CPA Firm

In today’s competitive marketplace, it’s likely that you are feeling pressure from your clients to provide more services for lower fees.  Your firm needs to maximize output while maintaining near perfect quality.  A critical step in maximizing output is minimizing wasted time. Many firms have implemented workflow to ameliorate these issues…continuing reading…


The Questions Every CPA Firm Must Answer

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