The quest for success in all businesses is a complex mixture of greater efficiency, greater creativity, better marketing and better management. The role of technology in this mixture has generally…
Are you looking for new and affordable ways build your practice and your brand? One good place to start is LinkedIN, the world’s largest professional network on the Internet. While many small…
Tax-based identity theft is bad, and it’s getting worse.After only a quarter of the way through this year’s tax season, the rate of identity theft increased by 400% over last year. Phishing and…
H&R Block is giving $1,000 to 1,000 of its clients every day. Jackson-Hewitt is paying its clients with a $50 American Express card. Liberty Tax offers a $50 cash payment to use its services, along…
In many respects, management of cash flow for a tax preparation firm is easier than for many types of small business. There is no inventory of goods to tie up cash. Payment for services occurs at…
It can seem virtually impossible to run an effective marketing program for a small CPA or tax practice, and more so for solo practitioners. It’s not just that marketing requires a specialized skill…
Filing Season Begins TomorrowTomorrow, your tax practice will kick off the busiest time of the entire year. In fact, you may have already started accepting intake forms and other data from some…
“Big data” is a term that has grown into prominence among business intelligence analysts since the early 21st Century. Coined by Gartner Analyst Doug Laney, it has grown to mean so many things to so…
With tax season scant weeks away and the fundamental hiring, training, and preparations nearly finished, it’s time for the management teams in tax and accounting firms to turn their attention toward…
No one knows exactly how many tax preparers and CPAs are solo practitioners, but anecdotal evidence is that the number may be staggeringly high – as much as 40 percent of these industries. The 2014…
