February 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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February 2016

28 Feb

Posted at 18:48h 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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Right before tax season began and we abandoned all pretense of sanity, we moved one of our admin staff, Sandi, from the front office to a back office, because we needed the front office space for a new admin hire. This didn’t appear to be...

20 Feb

Posted at 19:41h 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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Here’s part of an e-mail referral I received this past week. “Frank is a great CPA, and you don’t even have to meet with him.” Guess the age of the client and prospective client. If you guessed under fifty, you’re wrong. Both are well into...

13 Feb

Posted at 18:10h in Accounting practice management, Accounting workflow, CPA, CPA Lives Matte, CPA practice management, CPA workflow, Delivering tax returns, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow by
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Most clients prefer water boarding to the way CPA, accounting, and tax firms e-deliver tax returns. The CIA has nothing on us.  Under the threat of un-filed returns and IRS letters, we force clients to parse through a PDF nightmare known as the “government” copy.   Define...

04 Feb

Posted at 19:18h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Errors, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow by
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If Shakespeare had been a CPA, he would have written the following about review notes.   “To be or not to be.  That is the question.  Whither it be nobler to allow discovery by hostile attorneys or consign the notes to the external damnation of the shredder.”   I’ve...