Latest Articles

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March 22, 2012 

The Proof is in the Portal

As I evaluate the previous tax season, I honestly feel that it was one of the best ever for my firm—despite a few curve balls like the IRS allowing brokerage firms to delay delivery of 1099’s for nearly a month (talk about workload compression).

Darren Root, CPA, CITP, CGMA

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March 20, 2012 

Three Tips for Implementing A Succession Plan

Over the years, tax and accounting firms thrived during the boom times and made it through tough, economic slumps based on a traditional business model: converting prospects into clients, retaining clients, offering value-added services, and staying updated on the latest accounting and tax law. Why, then, is it so difficult for a firm to create...…

Scott Cytron

 Employee Surveys

March 20, 2012 

Employee Surveys

The accounting professionals in your firm are in the heart of one of their busy seasons and the “C” suite professionals are also busy – planning for their busy season in a few weeks.

Sandra Wiley