-
When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?
March 16WithumSmith+Brown PC CPAs -
Tax season can be one of your best opportunities or a miserable war.
March 9WithumSmith+Brown PC CPAs -
Many firms think they have the 'finding the errors' situation worked out, when in reality they should be concentrating on error reduction or elimination.
March 2WithumSmith+Brown PC CPAs -
Tax season is the time of year when every other tax professional is focusing on completing returns for their clients, leaving the marketing field open and ready for you to dominate.
February 13 -
I recommend eliminating the tick and tie review in favor of an issue review.
February 10WithumSmith+Brown PC CPAs -
Teach preparers how to prepare error-free returns that will elevate their overall quality and that of the entire practice.
February 3WithumSmith+Brown PC CPAs -
My tax season checklists have been updated and are ready for you in a Word file so you can use them as you want.
January 27WithumSmith+Brown PC CPAs -
Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.
December 16 -
It all starts with the client onboarding process.
November 22L&H CPAs and Advisors -
Accounting firm owners and partners who did not get their own tax returns in on time face losing their licenses, being expelled from their professional societies, losing their livelihoods and possibly being imprisoned.
November 18WithumSmith+Brown PC CPAs