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 …
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 …
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 you …
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 more with …
As 2018 draws to a close, I started to research the challenges accounting firms have been facing. Here are the top 5 that continually came up: Winning the Talent War – This concern is not unique to accounting firms. Many professional service firms are facing the same issue. So how do you win the war …
