Is Your Tax Workflow Digital Yet?

Pixelated blue text "workflow" on binary code backgroundMake sure it’s not just your admins using the tools.

By Roman H. Kepczyk

The most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.

MORE ON TECH SPENDING: Be Strict About Document Retention | Document Management Requires Firm Standards | Why Unified Messaging Matters | Get in Front of Application Updates | Why You Need Offsite Backup
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.


Reader Sound-Off: Mandatory Saturdays Stir Controversy

Commenting on “mandatory Saturdays,” clockwise from top left: Stitely, Boress, Michel, Evarts

Is it work-life balance, or firm-employee balance?

Sound-Off: Does your firm mandate Saturdays?
Join the conversation here.

By Beth Bellor
CPA Trendlines

Tax season has yet to start and already tempers are flaring in the CPA Trendlines Comments section as practitioners debate requiring staffers to work on Saturdays during busy season.

MORE ON STAFFING: Making Flex Time Work in the Real World | Guidelines for Flexible Work Policies | Do Flexible Hours Help or Hurt Us? | SURVEY: 97% of Leading Firms Now Offer Flexible Work Arrangements | The 12 Reasons Your Staff Hates Your Firm | Staffing: What CPA Firms Are Learning the Hard Way

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

In “How to Make Mandatory Saturdays a Thing of the Past,” CPA Trendlines contributor Jennifer Wilson says the “cool firms” are eliminating the age-old practice nd replacing it with flex-time, work-at-home, and results-oriented strategies. Still, she says, “I literally hear a gasp of surprise because it challenges one of the most fundamental elements of public accounting – tracking, measuring and valuing time.”


10 Quick and Easy Tips for a Better Busy Season

Man working on a carYou may want to keep some of these going year round.
Another busy season is upon us. Are you feeling excited, anxious or dread?

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

It’s probably a mix, but hopefully there’s more excitement than any other emotion since you will be helping so many more people during busy season than any other time of the year. Here are 10 easy-to-implement ideas to help your busy time go smoother than ever.


Richard Berkowitz Drives Berkowitz Pollack Brant to ‘Warp Speed’


Workload compression is offset by expanding practice areas, client mix.

Berkowitz Pollack Brant logo

By CPA Trendlines Staff

“Changes in business, changes in laws and changes in regulatory environments are happening at warp speed,” warns Richard Berkowitz, managing partner of the Berkowitz Pollack Brant Advisors and Accountants firm in Miami.

MORE from THE CORNER OFFICE: Randy Myeroff at Cohen & Co.: Winning the Youth Movement | Rick Dreher Innovates Wipfli for Clients, Younger Workers | How Blain Heckaman Drives Value at Kaufman Rossin | WeiserMazars MP Blake Charts U.S. Expansion | Frank Longobardi: CohnReznick’s Battle for Top Talent | The Robo-CPA: Jim Sikich Prepares for Disruptive Technologies |  Exclusively for PRO Members. Log in here or upgrade to PRO today.

He ranks handling of the fast-paced flow of updated information regarding laws, regulations and related matters among the most prominent issues and opportunities facing his firm and other CPA practices around the country. His firm’s $56 million in revenue during 2015 rank it as the nation’s 68th largest accounting firm in the nation and Florida’s third largest.

Busy Season 2016: Topline Survey Results

Top trends, metrics, benchmarks, and lessons learned. By Rick Telberg CPA Trendlines For most CPAs, this year’s Busy Season may have been a marked improvement from last year’s, but that doesn’t mean savvy practitioners aren’t already learning new lessons and … Continued

Tax Professionals Find It Increasingly Difficult to Keep Up with Late-Changing Tax Regs

The number of practitioners reporting major issues with code & reg changes doubles.

z_tax key issues

By CPA Trendlines Research

Across the country, a lot of CPAs felt downright punished this busy season as they got hit by problems from all sides. Nobody reported earthquakes or tsunamis, but it seems a bunch got slammed by something worse than a tectonic pounding.

Bam! Pow! Oof! Yes, it was that dynamic duo, that tyrannical twosome, that yoke of you-know-whats: the United States Tax Code and the Internal Revenue Service.

According to the CPA Trendlines Busy Season Survey, 12% percent of respondents report a busy season “much worse than last year.” Another 24% had a “somewhat worse year.” Add them up, and more than a third of the nation’s tax preparers suffered a painful busy season.

And the most commonly cited complaint are difficulties with the tax code, ranging from the requirements of the Affordable Care Act to the new Repair regs. READ MORE →