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Accounting and Tax Practice Management
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How do you evaluate your staff? Do you base annual reviews on objective information, or are your reviews entirely subjective?  Is your only objective information annual billings?  Do you even have that?  While other industries moved to objective metrics for evaluating employee performance a decade...

If you went to the bathroom last night sometime before morning, as you likely did if you are in the CPA or tax business, you are part of the aging baby boom generation.  I’m right there with you.  I probably went twice, if I can...

Ruthlessly Efficient Workflow (REW) accomplishes two goals for CPA firms.  First, REW reduces turnaround time for projects and thereby increases client satisfaction.  Second, REW reduces costs by matching the right staff with the right tasks, thus increasing firm profitability.  This article deals with reducing turnaround...

Tammy Tardy was an average tax preparer, who owned  an average tax preparation firm.  Every tax season Tammy met with a hundred or so tax clients much like many of us.  Tammy managed her workload using the piles of files method.  After a client meeting,...

Hello and welcome to Clarity Practice Management!  We are 21st century practice management for your growing firm.  We serve CPA, accounting, and tax firms. We are glad you joined us. Please read the other posts here for practice management tips and our view of the future for...