01 Nov Why Small Firms Fail – The Tragic Tale of Tammy Tardy
Posted at 12:35h
in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Errors, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow
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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,...