Accounting June 7, 2026
Accounting Thought Leaders Look to the Future of the Profession at AICPA Engage
Attendees came from across the country to discuss core firm issues, and develop strategies firms can use to stay agile and more productive.
December 10, 2021
How to Create a Frictionless Busy Season
I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”
December 9, 2021
Your Personal Enrichment Schedule for 2022
We start the new year, busy season takes hold, then we make some time to relax in the summer, we get busy in the fall again and prepare for family gatherings, and the year-end approaches and we’re back to the start of another cycle.
December 9, 2021
Covid Taught Us the Importance of Slowing Down
If Covid has taught us anything, it’s maybe we don’t need to be so busy like before. Before the pandemic, there were always too many things to do, too many clients to see, and never enough time in the day. Finding work-life harmony seemed to be a ...
December 9, 2021
Avoiding the Inevitable
Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.
December 8, 2021
AICPA News – Dec. 2021
AICPA News is a roundup of recent announcements from the institute.
December 8, 2021
How a Learning Culture Can Transform Your Practice
One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...
December 7, 2021
Tax Season 2022: Are You Ready
Like 2020, the year 2021 is ending in the midst of a pandemic. Though recovery is in sight, and many businesses have long since adjusted to the chaos brought forth in 2020, there are still some challenges faced by taxpayers, and by accountants and CPAs. The question is, how should you best prepare for this...…
December 7, 2021
Gearing Up for Tax Season
According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.
December 7, 2021
Client 2.0 – How to Meet Your Clients’ Next Needs
Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...
December 6, 2021
Let’s Build a 2022 Q1 Marketing Plan for Your Firm
If you specialize in tax, this has probably not been far from your mind. If you provide other services, tax time is a great time to promote them because people are already searching for CPAs and accounting firms.
December 4, 2021
Evaluating the New Tax Season Normal for Tax Advisors
By Jim Guarino, CPA, PFS, CFP®, MST. I was recently asked if I thought the upcoming tax season will represent a return to normal for tax advisors and their clients. To be honest, I thought, “What’s normal anymore?” If normal can be defined as adapting to perpetual change, then the answer is an emphatic “YES!”...…
December 2, 2021
6 Tips for Managing Technostress
Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.