Tax prep workflow Archives - Page 3 of 3 - Clarity Practice Management
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Tax prep workflow

19 Nov

Posted at 12:38h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Errors, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Time Tracking, Workflow by
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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...

01 Nov

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 by
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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,...

15 Oct

Posted at 08:30h in Accounting practice management, Accounting workflow, CPA, CPA practice management, CPA workflow, Errors, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Time Tracking, Uncategorized, Workflow by
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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...