Plans for 2013 center on tighter management, new investments. With a better 2012 behind him, Jim McGowan at McGowan and Baker in Davis, Calif., says, “We have invested in tech solutions which make the process of tax prep more predictable and efficient.” So he’s only half kidding when he says his big plan for next year involves approaching retirement. This will mean changes in the way I approach things and change is not always easy.” His main goal: “Try to work less.” Thomas Westfall at Westfall Financial Service in Cincinnati will be looking for ways to “get returns in and out of the office faster” since he added a slew of new clients this year. Bob Quarte a partner at [...]
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For first time in six years, clear majority enjoy a “better” season.
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Majority of practitioners reporting improved results. Complete findings are published in The CPA Trendlines Practitioner’s Tax Season Performance Review and Outlook Report. (Learn more here) by Rick Telberg The CPA Trendlines busy-season mood-barometer is showing significantly higher satisfaction and confidence ratings as the profession grinds through one of its best performances in years.
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Tools for balancing work and life in the most special time of year. by Ira Rosenbloom Optimum Strategies LLC Three nights a week and Saturdays. For many accountants, this describes the extra effort that is made to properly service clients during tax season. The quality of life for accountants and their families typically takes a turn for the worse during this special time of year. Most will tolerate the change because it brings cash flow and profits. But are accountants truly making the most of this extra effort? What if it were possible not only to improve tax season but also to enhance profitability and improve quality of life, as well? Here are ten steps that will give you a [...]
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And so, too, the mood of the accounting profession. by Rick Telberg The outlook for a better busy season is improving among tax and accounting practitioners, with 16% reporting “much better” operations in January, up from 11% in the year-ago month and continuing a string of monthly year-over-year advances in the CPA Trendlines polling. Complete findings are published in The CPA Trendlines Practitioner’s Tax Season Performance Review and Outlook Report. (Learn more here) Overall, practitioners are headed into the jaws of the February busy season with 57% of them reporting generally positive results. Only 19% are calling for worse and 25% forecast no change.
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Four in five expect the same or better than last year’s busy season. by Rick Telberg As Busy Season 2012 gets into full gear, tax and accounting professionals are holding steadfast to their confidence that this year’s results could show a marked improvement over last year’s, according to current readings of the profession by CPA Trendlines. With January 2012 just beginning, 55% of accountants expect 2012 to be overall “somewhat” or “much” better than 2011, which is relatively unchanged from readings in November and December. To be sure, 26% expect no change from last year, and 19% are bracing for “worse.” In other findings from the CPA Trendlines busy season barometer and related reports: Accountants Expecting a Better Busy Season [...]
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Major metrics suggest rebounding business. Most tax and accounting professionals heading into busy season are expecting meaningful improvements over last year in revenues and profits, according to new CPA Trendlines research. Complete findings are published in The CPA Trendlines Practitioner’s Tax Season Performance Review and Outlook Report. (Learn more here)
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