Tax Planning vs. Financial Planning: Why You Need to Understand the Difference

Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial

Recent blogs

How to Get Back to Work After Vacation

With summer quickly approaching, you may be planning for a much-needed vacation. Anywhere other than your office sounds good, right? We’re big fans of taking

Leveraging Current Clients For Business Referral

I’ve done hundreds of new member consultations. One question I always ask is “what’s your best source of new clients?” The answer is almost always,

3 Ways to Heighten Your Visibility And Grow Your Tax Business

Would you like to generate more revenue in your tax business? Who wouldn’t? Just like many other businesses, the tax business is a numbers game.

Top 6 Tax Business Mistakes

Running a tax business is like running any other business: one misstep and you can find yourself closing your doors for good. It’s not enough

How To Answer The Not-So-Quick Entity Question

When it comes to entity selection, there really isn’t a general “rule of thumb”. Most business owners consult their attorney to determine which entity is

How To Turn Tax Preparation Into Year-Round Profit

Your expenses don’t just go away during the off season. But in most cases, the reality of life as a tax professional is that the

Pros and Cons of Continuing Education In Accounting Options

Accounting, finance, and law are among the most challenging disciplines. From Enron to Madoff, the climate is getting increasingly more scandalous requiring professionals in these

Taking Control of Accounts Receivable Management

Looking to get rid of your Accounts Receivable? Most small business accountants I meet with think this is impossible. Think again! Effective accounts receivable management