Monthly Archives: December 2015

Get Your CPA, Accounting, or Tax Practice Out of E-mail Hell

So you’ve been in a CPA, accounting, or tax practice since Ronald Reagan was President, and you’re just getting used to the giving up the telephone as your main method of communication.  Now I’’m about to tell you that e-mail is like so 1990’s dude, so Kurt Cobain, so grunge era.  In 2016, e-mail could…
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How the Cloud Improves Your Client Service

In case you haven’t noticed, the days of clients blindly accepting the results of our efforts are long gone.  About 45 thousand times during each tax season, we have the shock and awe conversation with clients.   Client: “I paid a lot in taxes.  How can I owe that much?  Something must be missing.”  …
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Get Better Answers from Your Tax Clients

Consider this question from a staff accountant to a client during a tax planning engagement.   “How much in interest and dividend income do you expect for 2015?”   Silly millennial!  He pictures the client poring through a file cabinet of brokerage statements to get us the answer.  From the question, you might expect the…
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Learn to Love Frustration – Or Fix Your Workflow #3

The first two installments covered defining your workflow as the first step to improvement and pushing work down to the lowest staff level possible as the second step.  The final step in improving your workflow is removing unnecessary steps.   As I wrote in the last post, Ruthlessly Efficient Workflow (REW) has two primary tenets. …
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Learn to Love Frustration – Or Fix Your Workflow #2

In my last post, you learned that to fix your workflow, you have to first define your current workflow. Next, let’s work on improving it.   Ruthlessly Efficient Workflow (REW) has two primary tenets. First, tasks should be performed by the least expensive staff capable of performing the task. Second, tasks must either deliver value…
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Learn to Love Frustration – or Fix Your Workflow

You already know the definition of insanity and Dr. Phil’s tag line, “How’s that working out for you?”  So if last tax season made you feel like the last guy bailing water when the Titanic sank, maybe it’s time for a change.  Maybe you know it’s time for a change, but don’t know how to…
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Using Agile Project Management in Your Accounting or Tax Practice

Agile project management conjures up the image of scruffy software programmers surrounded by empty pizza boxes at 3 AM hacking away at producing the next Google.  What could Agile possibly bring to accounting and income tax preparation?  Actually a lot, and it could transform your workflow and provide a quantum leap in the  the efficiency…
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