Today's Features —

Celebrating the End of Tax Season 2014

Celebrating the End of Tax Season 2014

Some of our favorite comments from some of our favorite readers…


Tax Season Success Drivers: Better Software, Easier Clients, Higher Billing Rates

Tax Season Success Drivers: Better Software, Easier Clients, Higher Billing Rates

Annual CPA Trendlines Busy Season Barometer…


Tax Professionals Plagued by Tough Competition

Tax Professionals Plagued by Tough Competition

Trials and tribulations…


5 Ways to Find Your Focus for Summer Success

By Sandi Smith Leyva

With so much to do as business owners, we can get pretty overwhelmed at times.  We can start believing that we have a “time” problem, but since all of us have 24/7, there really is no such thing as a time problem. READ MORE →

17 Things You Need to Know Before Talking Merger

The essential data needed for a sound merger evaluation process.

By Marc Rosenberg, CPA

Start with…

1. Financial statements for the last three years and the most current financial statements for current year.

Then add: READ MORE →

After Tax Season: Create Your “Not-To-Do’s” List

By Hitendra Patil

You can call it a “Stop Doing These” list.

If you have done the “ABC Analysis” of your clients, you know the best customers who yield highest net profit per unit of effort (generally your time) are your A clients and those who yield the least are your C clients. READ MORE →

Six Tips for Communicating with Non-Accountants



How to communicate your value.

By Sean Stein Smith, CPA, CMA, CGMA
A Fresh Pair of Eyes

Communication is, of course, the key to any successful business or organization. Without effectively communicating the value proposition that the business is offering, the business will not be in business for very long.


Why Is It Always about Partner Compensation?

Good service needs to be rewarded as much as business development.

By August Aquila

It seems like no matter what the topic is at partner meetings, it always reverts to compensation. There isn’t a partner out there who is not interested in his or her compensation, and maybe even more interested in what the other partners make. READ MORE →

When Is It the Reviewer’s Job to Fix Preparer Errors?

QUESTION: Your book recommends having the preparer fix all errors. However, this is not always possible and our main concern is to get the returns out, so we usually have the reviewer make the changes, except if it looks like there will be extensive changes. Isn’t this the way we should do it?

RESPONSE: I receive the most comments about this issue, so I usually spend a lot of time rethinking this.


Tax Season Success Starts and Ends with Training

QUESTION: What do you think is the key to a successful tax season?

RESPONSE: There are many things needed for a successful tax season, but training and supervision are at the top of the list.

This is being written in the heat of the tax season crunch and I don’t know many people who will change their procedures at this stage, but the truly successful practitioners will adapt and make changes as soon as a change is indicated. It’s called OJT – on-the-job training. It works.

Ed Mendlowitz is the creator of The 30:30 Training Method

Quick Tax Season Billing Tip

By Ed Mendlowitz 

When you perform additional services on a tax return that you will be charging for, list it as a separate item along with the fee for that service. This way the client will know that something extra was done and the charge.


When a Happy Client Isn’t Enough

4 essential habits for building client trust.

By Bruce W. Marcus

In the firm with a strong marketing culture, getting the client is only half the battle. The other half is keeping the client. It’s done with more than just doing good work. In fact, most clients, surveys tell us, don’t really know how good or how bad your work is. Why should they? It’s not the business they’re in. They have to trust the accountant.

Bruce W. Marcus


More Professional Services Marketing 3.0:The Four Cornerstones to Building A Marketing CultureThe Nine Hallmarks of a Marketing CultureGetting the Client is Only Half the BattlePractice Development: It’s Not Rocket ScienceNine Fundamentals for a Healthy Marketing Culture in an Accounting FirmWhat Accounting Firms Need to Understand to Grapple with Radical ChangeSix Reasonable Goals for CPA Firm Marketing