Latest Articles

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April 1, 2014 

An Accountant’s Checklist for Client Meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

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March 31, 2014 

How Surety Bonds Help Minimize Construction Failures

Construction failures have recently gotten a lot of attention. #Sochiproblems and a twitter account dedicated to collecting all disasters have jokingly reported a variety of problems that contractors have left in the Olympic town.

 How Does Your Firm Handle Inept Clients?

March 31, 2014 

How Does Your Firm Handle Inept Clients?

After working with clients for (mumble) decades, I still don’t know how to resolve this. Unless you think your clients would be receptive to sitting through a course (live or webinar) on “How to be a Tax Client”?

Eva Rosenberg

 10 Income Tax Moves That Can Turn a Tax Pro into a Hero

March 28, 2014 

10 Income Tax Moves That Can Turn a Tax Pro into a Hero

With about two weeks to go in tax filing season, the procrastinators are finally starting to contact your office. Usually, they’ve postponed the inevitable because they fear they’ll be entitled to only a miniscule refund or they will have to ante up to Uncle Sam.

Ken Berry, JD

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March 28, 2014 

Firm Offers Guidance on IRS Final “Repair” Regulations

The new IRS "Repair" regulations too effect on January 2014, but many businesses and accounting professionals may still need some guidance on how the new changes effect them or their clients. The national tax, consulting and forensic accounting firm Gettry Marcus has issued its interpretation and made the information available.