How Is Your Firm Trending?

Conversely to what the weather is showing us, Spring really is around the corner, which means we are almost one-quarter in to 2018.  At the close of the first quarter, it’s commonplace to do a quick review to see how the year is stacking up, knowing that there is still enough time to get all of your ducks in a row in order to hit your 2018 goals.

For accountants, since the arrival of Spring is synonymous with the last push of the busy season, it is a bit harder to do a deep dive review process.   To make things a bit easier for all of my tax preparers, I thought I would share this article with you so you can take a moment away from the 1040’s and see how your CPA firm is trending so far this year.