Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
November 22, 2011
Free CPE Webcast: Using Document Management & Portals to Drive Paperless Efficiency
Serve Clients the Way They Want to be Served Free CPE Webcast:Wednesday, November 30, 2011 – 2 p.m. EST >>> Register Now Register Now
November 21, 2011
How 2012 Can be the Year of the Entrepreneur
In coaching and speaking, I often have to convince tax and accounting firm owners that they are entrepreneurs. They are creators of new things and value-adders. They make the world a better place for their customers, their families and themselves. This is a high calling, and if it is embraced, it can change lives. Tax...…
November 21, 2011
Keep the Gift-Giving Going
Part 2 of Isaac's Annual Holiday Gift Guide. In our annual December Gift Guide, I wrote about a couple of dozen cool-to-quirky gadgets for business and personal use. There are always many more that I don’t get the chance to cover, whether because of space or time or other factors, so I’ve decided to share…
November 21, 2011
Three Ways to Cut Financial Stress
Are your finances keeping you up at night? Here are a few tips and tricks to break free and relax. 1. Ease off the budgeting The Logic: Money (or its lack) is the nation’s most common source of stress, reports the American Psychological Association. Making a detailed budget — a widely advised fix — only...…
November 18, 2011
Chunkification, Zero Entry and Lego Mastery
While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…
November 18, 2011
New Mobile Monitor for Those on the Go
I know a lot of professionals who are frequently mobile, whether it’s accountants like Jason Blumer, CPA, who prefer to sit in a coffee shop all day, those who are audit experts like Tim Gavin, CPA, and are more likely at a client’s than their own office, or those like Joyce Washington, CPA, who work...…
November 17, 2011
The ‘Certifiable’ Public Accountant
8399 Jason Blumer knows that some people think he’s a little different than the typical accountant, or at least the stereotype of an almost middle-aged one. Those “some people” include the tax manager at his practice, his staff and some of his clients… even his wife. Maybe it’s the crazy eye glasses. Perhaps the jeans...…
November 16, 2011
Bulk TIN Matching
E-File Magic’s Bulk TIN Matching service provides you with an easy avenue to quickly submit your recipients/payees for TIN Matching with the IRS.
November 16, 2011
Form 1099 Software
The E-File Magic 1099 from and e-File software you can print, mail, and e-file your 1099 Forms quickly and easily. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate,...…
November 16, 2011
Form W-2G Software – Certain Gambling Winnings
Using the E-File Magic W2G software you can print, mail, and e-File your W2G forms with ease. Unlike our competitors we do not charge expensive licensing fees for our software. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import...…
November 16, 2011
Form 5498-SA Software – HSA, Archer MSA, or Medicare Advantage MSA Information
Using the E-File Magic 5498SA software you can print, mail, and e-File your 5498SA forms with ease. Unlike our competitors we do not charge expensive licensing fees for our software. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import...…