Category: Uncategorized

For accounting professionals, especially those that are tax-focused, this time of year can be particularly trying. But never forget, you have a community there to support you, and the best way to do so is just to check in with your colleagues. Taking the time just to see if someone in your profession, whether you… Continue reading How is it Going For You?

Client Advisory Services, or CAS, has for years been touted as the ‘savior’ of the accounting profession, but few have provided a true roadmap (with pitfalls included). The promise to accounting firms is higher revenue, and not needing to work with as many clients is attractive. Unfortunately, there are aspects of starting a CAS practice… Continue reading What No One Tells You About Starting a CAS Practice

Tax notices from the IRS are coming, particularly for high-earning clients. While most in the know have been saying for a while now about this coming “wave,” you ultimately need to prepare your clients for compliance, remittance, and resolution. While I did not write this piece, I did speak to and edit it for Eric… Continue reading Get Your Clients into Compliance

Tax season can often feel like running a marathon, and much like those runners, tax pros can also hit “the wall,” usually right around now. You feel it physically and mentally. Calls and emails are coming in about the most basic questions. You’ve been on the phone with the IRS for too many hours to count. The 10th… Continue reading What Can Accountants Do When They Hit a Wall?

A few weeks ago, I published an article  about how progression in accounting won’t happen until firm leaders and even staff learn to operate outside of their comfort zones. But how does one live in the uncomfortable? It all starts with a discussion. This is what happened at a recent Accounting Alchemy Network lyceum that… Continue reading How to Live in the Uncomfortable 

I recently joined Laurence Whittam of Impact Global Solutions on the Business Beyond Borders podcast. We discussed achieving life-work balance as well as the opportunities that live events, new and existing, bring to the profession. We also dove into these topics:

In what may seem like a familiar product, Intuit recently unveiled QuickBooks Solopreneur, a tax and finance tool designed specifically with the solo business owner in mind. According to Intuit, the new offering was designed to allow solo business owners (yes, this includes ‘gig workers’) the ability to: At first glance, those familiar with the… Continue reading Intuit Introduces QuickBooks Solopreneur

Tax professionals have long had issues with some aspect of tax prep work, but rarely to the point of wanting to leave it and accounting all together. This has been the state of mind for a growing number of tax pros of late, predominantly since the pandemic. But leaving it all doesn’t have to be… Continue reading What Tax Representation as a Service is About

Back when I was Editor of AccountingWEB US, I would occasionally be the subject of interviews with outside publications wanting a peek into the work of accounting, technology, and small business in general. I recently unearthed this interview. It was conducted by SMB Guru, a group founded by a team of small business enthusiasts from… Continue reading Throwback: My Views on SMBs and Technology

Accounting professionals on this side of the pond who know or use Dext for their accounting prep needs may see a familiar face as their connection to the product maker. That’s right, the word is out: Rachel Fisch, CPB, has taken on the role of General Manager, North America at Dext, which is looking to… Continue reading Dext Gets New Head of North America