Don’t make tax season the deciding factor in the important things in your life.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

There are many more checklists for accountants in the industry.

AICPA CEO Barry Melancon gave an annual presentation for the Accountants Club of America that discussed accountants and small business clients.

Not too many firms conduct such meetings, whose purpose is to update all team members on how the firm is doing.

These are books I learned a lot from and wholeheartedly recommend to my colleagues and all business managers and leaders.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

Learn one new thing that you can use to provide a value-laden benefit to your clients.

Here is a monthly calendar for running your practice and marketing to clients.

Holiday notes can be reassuring to staff and clients, foster transparency, and express and share hope and optimism.