January 2016 - Clarity Practice Management
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

30 Jan

Posted at 18:24h in Accounting practice management, Accounting workflow, CPA, CPA Lives Matte, CPA practice management, CPA workflow, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow by
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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...

22 Jan

Posted at 19:46h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Time Tracking, Workflow by
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“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...

22 Jan

Posted at 17:37h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Time Tracking, Workflow by
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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...

14 Jan

Posted at 20:33h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow by
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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...

03 Jan

Posted at 11:48h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Time Tracking, Workflow by
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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...