How to Build the Ultimate Modern Tax Firm

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

December 18, 2014

By William Hamilton

This week’s post is going to be a little different - I want to update you on our progress with SmartCenter, but before I do, I need to tell you something else…

How you’ve helped us.

Over the last 3 months since we launched this blog, our readership has grown from just 9 initial readers to now over 2,100.

December 11, 2014

By Jen Cook

This week, we’ve created this infographic to show you all of the problems you might experience or have had to deal with during tax season, and the solutions for those potential problems. (click the image to get a closer look.)

December 4, 2014

by William Hamilton

Tax season is coming fast. You can feel the energy ramping up as we get closer to the end of the year.

We believe that tax season doesn’t have to be hard, if you do some critical work upfront to get ready for it.

One key way to make sure this tax season is as easy as it can be is to take a little time now and make sure all your in-office tech is on point for your needs.

November 20, 2014

By Chris Basom

Marketing in the new economy is more about attraction than promotion. By that I mean that in the old days (you know, five years ago) marketing was about interrupting your potential clients with advertising.

It took the form of door hangers, promotional letters, radio ads, windshield fliers, and discount coupons. Good old fashioned, blatant, wanton promotion.

November 13, 2014

By Jen Cook

The day I started my job, they gave me a book. It was filled with pages of instructions, forms, policies, and, well... a bunch of stuff I didn’t understand. (Hey, it was my first day.) This was the company Policies & Procedures Manual.

November 6, 2014

By Chris Basom

Since May of 2009 I’ve been actively engaged in meeting and talking with tax professionals from all over the country about the operation of their tax practice. A handful of issues come up in every discussion. Among them is the reluctance (or flat inability) to throw away clients.

October 30, 2014

By William Hamilton

Over the past 5 years working exclusively with tax pros, I don’t think I’ve ever heard anything talked about as much as workflow.

If you’re like me, you get at least 3 invites a week to webinars on the topic, have read all the white papers in the industry that promise to explain best practices, and have seen the countless articles and posts that try to address it.

October 23, 2014

By Jen Cook

We recently finished the beta test of SmartCenter, and we learned a lot from our users. These users – small tax practice owners and tax preparers – helped us uncover some pitfalls and realities going on in the tax business world.

Here’s a little infographic we made to show you what we discovered.

October 16, 2014

By Jen Cook

In our latest webinar, we determined that only 3% of tax pros were 100% satisfied by the way their clients act. The other 97% admitted that they have several clients who don’t behave properly – disobedient clients.

October 9, 2014

This week’s post is from a great friend of ours, @Karenlreyburn.

Karen is the owner of The Profitable Firm across the pond, where she specializes in helping tax and accounting professionals with their online marketing.

This is a must-read for any tax pro who wants to benefit from social media.