Category: Tools


Recent blogs

Creating a More Efficient and Secure Practice Through Client Portals

Since sending clients their tax returns via email is not an option, accountants are searching for alternatives to email communicating and collaborating with clients. Client portals offer a secure alternative with added benefits. Many firms are experiencing significant time savings and increased office efficiency through the use of client portals.

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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 fields to face increasing ongoing education.  Even the tax preparer’s license will be required to meet continuing education in accounting requirements. Whether or not you

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growth tax time

How To Conduct An Income Growth Strategy Session

During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability to look at growth opportunities for their clients at this time. It’s an exhausting few months filled with tight deadlines, anxious clients and more often than not, too few hours

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The Smartest Way To Clear Clutter

As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has to do with money. As perfectly proactive as you are, there’s one area of financial management that many advisors don’t dig into deeply enough with their clients: philanthropy.  For whatever

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