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Bracing for the tax season 2022 extension After facing the unparalleled trials of tax season 2022, the upcoming tax extension season may cause apprehension for your staff. Your team needs…
How small-business owners can benefit from strong client relationships with accountants One of the biggest complaints small-business owners have about their accounting firms is that accountants don’t develop client relationships…
We hope that everyone’s season wasn’t too hectic and that you are all enjoying well-deserved vacations. But for the rare few who may be looking at their laptops—here’s a light-hearted…
The end of tax season 2022 was fraught with challenges never before faced by accounting firms. In this post, we’ll show you how to reward your employees’ hard work and…
I recently flew to the AICPA’s headquarters in New York City to attend the annual New Horizon Group (NHG) think tank. New Horizon Group (NHG) is comprised of a dozen…
If you have remote employees—you need to set them up with the right remote work equipment. In this post, I’m sharing the basics that every remote employee must have in…
Accounting firms continue to move critical business applications to the cloud and off of in-house servers, the 2022 CPAFMA Digital Survey revealed…
What is a digitally-driven firm? To help define what it means to be a “digitally-driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work…
2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms This past week, I participated in CPA Practice Advisor’s annual Thought Leader meeting alongside CPAPA’s “40 Under 40” top…
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