6 Ways to manage your practice in the era of diminished time.

Posted on April 22, 2013

This tax season has been more difficult than years past. Complex returns, tax software glitches and late form releases made filing in 2013 a nightmare. We heard from many of you in our ClientWhys [..]

How to Turn Loyal Clients into Your Biggest Advocates

Posted on February 11, 2013

One thing is for sure: Most people want their opinion to be valued. Knowing that new clients are most likely acquired by word of mouth, successful tax and accounting professionals are now using [..]

American Taxpayer Relief Act of 2012 Content for your Website, Newsletter, Blog, and Social Media Sites

Posted on January 8, 2013

We have just released a client summary of the recently passed American Taxpayer Relief Act of 2012. This article is available now to our website, blog, and email newsletter clients. This comprehensive [..]

Four "Must Do" Practice Management Tips for 2013

Posted on December 19, 2012

With the flood of new tax law changes and increased client tax liability, it is more important than ever to provide your clients with proactive advice. With businesses built on word of mouth, [..]

What Tax Accountants can learn from Sandy

Posted on November 1, 2012

I first heard about Sandy on October 25, after reading a post from a meteorologist who dubbed the tropical storm “Frankenstorm.” While we are based in California, we have staff across [..]

Secure the Conversation

Posted on September 27, 2012

I just finished a six-month mortgage refinance. What was disturbing about the experience, other than it taking six months, was that the major-brand bank did not have a secure way of collecting [..]

Are you in compliance with your IRS Firm Policy Manual?

Posted on September 20, 2012

Many tax professionals are unaware of the IRS Circular 230 requirement that they have a set firm policy manual in place. This requirement is true for all paid tax professionals, including Enrolled [..]

Why does content marketing work so well for CPAs and tax accountants?

Posted on June 14, 2012

There is a shift in what works for building brands and long-term relationships with clients. The traditional push-and-interrupt marketing techniques of the past are being replaced with using [..]

Four Reasons Why Print Newsletters Should Have a Place in Your Marketing Budget

Posted on May 10, 2012

Just because tax season is over doesn't mean you should stop communicating with your client base. The stronger the client relationship, the more referrals, the higher the fees, and the better [..]

Tax Professionals are now using skype for client tax interviews.

Posted on March 28, 2012

This year we have seen more CPAs and Tax Accountants using skype for client tax interviews. The skype technology (and others like it) allow you to securely place calls to clients anywhere in [..]

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