Four Levers that are Key to Growth: 1. Transitioning in and out of tax season 2. Increasing year-round revenue 3. Optimizing pricing 4. Changing client relationships. When I started in this business (some 34 years ago) I was lucky enough to have great mentors. Maybe it’s...
It’s difficult to claim you prepare a better tax return than someone down the street. However, you can claim an area of expertise your competition doesn’t have. A Narrow Focus Will Help You Spur Growth As a small business owner, the concept of saying “no” to a prospect seems...
The now ex-wife of my good “friend” (me) tried to give him (me) the boot from their house on April 9th about ten years ago. I’m pretty certain you suspect there was motive to the timing – tax season of course. People try to do all sorts of bad things to us during tax season, reasoning that we...
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 20th century clients...
Tax and accounting professionals are always looking for ways to grow their firms. So the National Society of Accountants (NSA) has launched a series of three free webinars designed to do just that. The webinars will show how to focus on key “levers” in accounting practices that will provide a...
In advance of the tax deadline, the Internal Revenue Service today warned tax professionals of a new emerging scam in which cybercriminals obtain remote control of preparers’ computer systems, complete and file client tax returns and redirect refunds to thieves’ accounts. Although the IRS...
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Tax Practitioners Bill of Rights Release Final.docx
By Sandi Smith Leyva, CPA No matter what time of the year it is, it seems like there is never enough time for entrepreneurs to get everything done. Here are three not-so-common ideas on how to make the most of your time. 1. Promote Yourself If you were ever an employee...
How much more efficient would your practice be if you could make technology work better for you and your clients? How much would your practice grow? Just a few years ago, I was overwhelmed with new technology; there weren't enough hours in the day to learn what was new, let alone implement...
We know time is precious during tax season, so take a few moments to make sure you’re not missing out on these tax resources from NSA and around the web: Tax Research & Information NSA Tax Help Desk. Active & Associate members get 5 federal tax questions researched and...
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