Clarity Practice Management | Tax 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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Tax practice management

04 May

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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Let’s start with what doesn’t work: clients late for meetings, phone tag, and e-mail hell. If your primary communications methods are: meetings, phone calls, and e-mail, you’re losing out on a lot of money and a saner life. 21st century clients want all the same things...

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...

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...