Big numbers, right? Well, it continues to grow for users of the tax planning software TaxPlanIQ, founded by Jackie Meyer, CPA. The news here is that its users have collectively saved their clients more than $1 billion in taxes since the software’s launch in 2020. Essentially, each taxpayer saves an average of $41,700 through the… Continue reading TaxPlanIQ Users Hit $1B+ in Tax Savings
Month: July 2024
3 Things Holding Back Accounting
Some months ago, I had the esteemed pleasure of being interviewed by Jetpack Workflow CEO, David Cristello on his Growing Your Firm podcast. We got into it about what, in my view, is truly holding back the accounting profession and needs to change if it is to progress.
Survey: Rentention Risks in Middle Ranks
I was fortunate enough to present exclusive, preliminary results of the Accountants Annual Professional Satisfaction Survey during the recent Bridging the Gap Conference, which was hosted by Tri-Merit Group. Accounting Today did the following writeup on it.
interVal Unveails New Business Health Dashboard
Who doesn’t love a good dashboard? With the rising interest among CPAs and accountants in general to provide more financial and wealth management advice to clients, you need the right tools for the job. This is where interVal, a provider of software for automated financial insights for SMB clients, is looking to live and grow.… Continue reading interVal Unveails New Business Health Dashboard
SmartVault-Liscio Integration Aims at Tech Stack Efficiency
There’s long been a battle in the accounting tech world over “suite” vs. “best of breed,” none more pronounced than when decisions are being made to build the right tech stack for your firm. The news that cloud document management provider SmartVault is now integrated with practice management/client experience app maker Liscio, aims at the… Continue reading SmartVault-Liscio Integration Aims at Tech Stack Efficiency
Accountants, Are You OK?
While I am genuinely asking for the state of being of the accounting profession, I am also advocating that you all ask yourselves, as well as your colleagues, this question. Moreover, I don’t think it is asked enough, and if the profession is to progress, and invite more in, state of being needs to matter.… Continue reading Accountants, Are You OK?
Tax Rep Training Sprouts From New Partnership
It’s been widely publicized that the IRS may be finally catching up on its “balance due” and other notices to taxpayers and, as such, so goes the need for tax representation work. If this is indeed your path as a CPA or tax pro, then consider this new partnership between accounting exam prep and training… Continue reading Tax Rep Training Sprouts From New Partnership
Why Attend Bridging the Gap?
In just two weeks, the second iteration of Tri-Merit Group’s Bridging the Gap conference will commence. So, why is it so important to be a part of it, or at least know what this, above all other live events, is trying to accomplish? Now I know that right about now some of you are probably… Continue reading Why Attend Bridging the Gap?