AdviceForTaxpreparers

AUGUST 12, 2014

Accountants by the nature of our profession want to follow rules. Therefore, we like it when we have guidelines such as an employee handbook that tell us how to respond in an accounting firm to a particular situation. However, new accountants soon find out that the firm grapevine provides unwritten rules to be followed as well. One example is in the area of the billable hours (the time each person charges to the job for preparing and reviewing the tax return or audit) that a staff should put o

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DuctTapeMarketing

JUNE 27, 2014

 Services Online Audit. Strategy First. Marketing Training for your team. Website Review. Local Marketing System. Professional Services Marketing. A la carte SEO. Websites. Pay Per Click. Guides Local Marketing. Professional Services. Consulting Business. Marketing Strategy Plan. Content Marketing. Customer Journey. Referrals. Mobile Marketing.

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AdviceForTaxpreparers

OCTOBER 20, 2014

Many current and future tax CPAs think they can control the flow of their careers when in most cases they are merely in the eye of the hurricane. But that doesn't mean you're without options. [click to keep reading.].

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AdviceForTaxpreparers

JULY 29, 2014

I recently published an article with several tips to help people pass the CPA exam. (See 4 Tips from a 20 Year CPA to Pass the CPA Exam ). One of the tips I mentioned in the article was that they should take a review course for at least auditing, but I believe they should take one for all of the courses. Most of the responses I received on that point were positive, but I had one person ask me why anyone should bother taking a review course.

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Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

Finance

AdviceForTaxpreparers

OCTOBER 31, 2014

Many accountants go into a death spiral when discussing during an interview why they left or got fired. Newsflash: no one cares. Here is the bottom line, on resume gaps and more. [click to keep reading.].

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AdviceForTaxpreparers

JULY 22, 2014

T his is the big one isn't it? Most of us get plenty of articles in our inbox and social media from sources such as Accounting Today , CPA Trendlines , Going Concern , AccountingWeb , Journal of Accountancy , etc., on the latest updates in the profession. But we are really only looking for a few things. How do I get my first accounting job? How do I make my current job easier?

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AdviceForTaxpreparers

SEPTEMBER 4, 2014

As part of my blog Advice for Tax Preparers , I will be adding interviews other tax professionals on their advice, tips, and tricks to make your life as a tax preparer easier and more successful. My intent is to get a wide range of interviews from tax professionals in terms of their experience and part of the country so that you can get an understanding of which issues are common in public accounting firm tax departments versus which issues depend on your situation or part of the country. [ clic

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AdviceForTaxpreparers

JUNE 15, 2014

One of the constant problems for CPA firms with individual clients is getting all of their information in time to prepare, review and file their return before the October 15 th deadline no matter how many times they are asked for their information. I once worked at a firm that had an individual client that was the last tax return the firm filed by the October 15 th deadline three years in a row.

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