Article

tax_planning_1_.57bce95f256b3

March 18, 2021 

What Do You Hear When You Listen to Your Clients?

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

dollar sign pixabay 3271136

March 12, 2021 

Stop Selling: Who Needs Help?

By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...

Garrett Wagner

coronavirus-Pixabay-GerdAltmann-5174671_1280

March 9, 2021 

Finance Employment Trends in the COVID-19 Era

There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...

Paul McDonald

fists clients pixabay mohamed_hassan paper-3213924_960_720

March 9, 2021 

5 Reasons to Conduct a Retreat in 2021

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

Jean Caragher

apps_1_.5579ae7dbf023

March 9, 2021 

Apps We Love – March 2021: Games

We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...

Gail Perry

technology pixabay ltdatehu -1095751_960_720

March 8, 2021 

4 Keys to Successful Technology Planning

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

intuit-quickbooks-preferred

March 5, 2021 

Discover Two Key New Features in QuickBooks Online

Thanks to the cloud, if there is one thing that is consistent about QuickBooks Online, it’s the ability to evolve the product. Based on the feedback of CPAs and accountants who want to work with their clients as efficiently as possible, Intuit is ...

Practice management

March 4, 2021 

How to Increase Your Fees with Current Clients

Make a list of all the services you’ve been providing for your client. This will give you a more precise look into how much work you put into your service. Have you recently expanded your practice to incorporate new services? If the answer is yes, then...

Shahram Zarshenas