Clarity Practice Management | 2016 January
Accounting and Tax Practice Management
Accounting Practice Management, CPA practice management, accounting workflow, tax practice management, accounting portal, cpa portal, accounting file sharing, tax file sharing, cpa file sharing, accounting automation, cpa automation
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January 2016

Are you e-filing your clients’ tax returns?  Are you the one hassling your clients to get their 8879’s in?  Do you scan your client’s files? Are you calling clients to get paid?  I recently talked to a partner in a small CPA firm, who does...

“Lions and tigers and millennials, oh my!” said Dorothy never on the way to Oz.  Millennials are to blame for everything from global warming to Bernie Sanders.  They are described as brilliant or lazy, often in the same article.  They are the generation best known...

The Rev. Martin Luther King dreamt that men would be judged by the content of their character.  I have a more mundane dream – that all staff members perform their jobs without micromanaging from me.  I dream that tax season is filled with the joyful...

Asking clients great questions is central to Ruthlessly Efficient Workflow Management (R.E.W.). Great client questions can save hundreds of hours of time during  tax season and prevent projects from falling behind schedule.  Here’s an example of questions done badly.   We sponsored a table at a local...

CPATrendlines.com. The absolute leader in cutting edge CPA, accounting, and tax practice management ideas.  The editor, Rick Telberg, attracts experts in the future of CPA, accounting, and tax practice management. taxspeaker.com. Bob Jennings’s site isn’t just about tax prep.  Bob was the inspiration back...