Monthly Archives: January 2016

Millennials Are Almost Humans Too

“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 for walking into street signs, while texting the person with…
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Teach Your CPA, Accounting, or Tax Staff to Micromanage Themselves

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 experience of staff accountants setting good priorities and keeping projects…
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3 Rules for Asking Great Tax Return Questions

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 group’s presentation.  The group’s event coordinator asked me…
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My Favorite CPA, Accounting, and Tax Practice Management Gurus

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 in the late 1990’s for our CPA firm going paperless.  He’s…
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