Taxes January 16, 2026
Intuit Opens a Brick and Mortar TurboTax Office in New York City, Plans On Locations Nationwide
Intuit says it plans to launch nearly 600 Expert Office locations, and 20 new TurboTax stores in locations across the nation.
August 31, 2011
6 Key Senses to a New World of Creative Service
In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and...…
August 30, 2011
What About Tablets Now?
The sudden death of the HP Touchpad tablet sparked a firestorm this week that only got worse when the company dropped the price to only $99 and sold off nearly all of the rest of its inventory. Granted, the Touchpad was at best a lackluster me-too product in a field that has now become saturated....…
August 30, 2011
3 Ways Small Firms Can Drive Innovation
Businesses don’t necessarily need visionary leaders like recently retired Apple Inc. Chief Executive Steve Jobs or even deep pockets to be innovative, concludes a Wall Street Journal article this week. Rather, management experts say companies big and small may be able to generate ideas by soliciting input from all levels of an organization and allowing...…
August 30, 2011
Using portals to serve clients as they want to be served
Event Date: Wednesday, Sept. 7, 2011 CPE: 1 hour
August 25, 2011
What Are the Best Tools for You & Your Clients?
Listen to Darren and Randy discuss the benefits of some new technology equipment and hardware … as well as new cloud solutions that could be helpful to your firm and your small business clients. You’ll learn more about: MacBook Air 2 Big changes in the phone market Canon’s 150 series scanners Asus UX21 – Thinnest...…
August 25, 2011
Tapping into the Payroll Revenue Stream
Abandoning old biases, Manning transformed payroll from a hassle into a hellavalota opportunity and future profit. For years, Sean Manning, CPA and president of Manning & Company, PC, held fast to the notion that payroll was more of a pain than a profit-surging service. And he wasn’t alone — most practitioners felt the same way…
August 25, 2011
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…
August 24, 2011
The 5 Stages of Social Media (Grief) Acceptance
Social media websites like Facebook, Twitter and LinkedIn have been around for several years now, and we’ve covered the subject as it relates to professional tax and accounting firms several times. But a recent Forbes article (10 Myths about Social Neworking for Small Business) reminded me that even when faced with sound logic, adaptation can...…
August 23, 2011
What You Need to Know about Moving Your Firm to the Cloud
Join Randy Johnston and Darren Root on the latest episode of Tech2Go as they discuss moving your firm to the cloud. Tech2Go is a fast-paced roundtable monthly podcast featuring discussion with CPA Practice Advisor Executive Editor M. Darren Root, CPA.CITP, and regular columnist Randy Johnston. These thought leaders and their special guests tackle current...…
August 23, 2011
In A Rocky Market, When To Rebalance?
Smart investors have long understood the value of rebalancing — bringing their mix of stocks, bonds and other assets back in line on a regular basis. But this article from SmartMoney asks when the markets threaten to throw that mix out of whack on a daily basis, what’s an avowed rebalancer to do? Read full...…
August 22, 2011
Caution In The Cloud: 5 Concerns To Consider
Over the past several months, I’ve had the chance to assess the issue of computing “in the cloud,” both in terms of the benefits and the drawbacks. So far, the benefits outweigh the drawbacks. But this is a very fluid situation that will require some strong due diligence and more than a little caution. Cloud...…
August 22, 2011
A Look at Change Management
Don’t miss the latest episode of TaxPrepPartner2Go, where Executive Editor Darren Root visits with Raj Kapur, Executive Vice President, The Center for Project Management, about how to effectively make changes in your firm. Sponsored by SurePrep CPA Practice Advisor has teamed with SurePrep to bring you a monthly podcast series — TaxPrepPartner2Go (TPP2Go) —...…