How to Build the Ultimate Modern Tax Firm

Real answers you need to have a next level tax business.

October 2, 2014

If you’re going to keep on target with your goals, once in a while we have to get out of “the weeds” and look at our lives and our practices from a 30,000 foot view. This weeks’ round-up post is designed to help you do just that.

To get started, we reached out to 9 thought leaders in the tax & accounting industry and asked them one question: 

September 25, 2014

By William Hamilton

The end of January through April 15th: the complete and utter mayhem known as tax season.

It’s during this time, roughly one third of your year, that you’re generating over 70% of your annual revenue. When tax season is over and April 15th hits, you can sit back, relax, and enjoy the rest of your year... right?

September 18, 2014

By Jen Cook

If you saw our infographic, Tax Pro Time Management: The Ugly Truth, you got a glimpse of where your precious time is actually going.

Getting that time back isn't as hard as you might think. Here are ten ways to make the most of your time - so you can finally catch a break.

September 11, 2014

By William Hamilton

Unless you’re a pioneer for cloning technology, there’s probably only one of you that can get things done in your practice. That means you can only have so many clients, you can only do so much admin work, and you can only focus on business growth for a set amount of time.

September 4, 2014

By Jen Cook

There’s a term flying around the tax and accounting industry a lot lately, and it’s been around for a while. You might be ignoring it, you might be fond of it. Or you might just not know what it is:

CRM.

So, what is it?

August 27, 2014

By Chris Basom

When I was a kid I could do a lot of things without even thinking about them that today I wouldn’t even try. Like…

- Climbing a tree

- Jumping off the high dive at the community pool

August 19, 2014

By Jen Cook

I had an epiphany while I was standing in the wine aisle of my grocery store the other day.

When I’m at the store and I’m looking for a good bottle of wine, there are three major factors that go into the process. And I know I’m not the only one, because every time I’m standing there for what seems like hours, there are at least three other people endlessly staring at the shelves just like me.

August 12, 2014

By William Hamilton

I commented in our last post that we all wanted exactly the same thing – maybe that wasn’t a totally fair statement, but it is true. Let’s take a moment to dive a little deeper…

Yes, we all perceive value from some of the same things:

August 5, 2014

Can we all just be real with each other for a minute?

If we were 100% honest with each other for just a minute, no BS, no “keeping it PC”, we all want the same things out of life. High paying, fulfilling jobs, great people to work with and to work for, and the freedom to do whatever the heck we want whenever the heck we want to do it.

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