Each year the competition gets more fierce, the talent pool is shrinking, and we feel overwhelmed during tax season. I doubt many of you got your CPA license, found a position at a firm (or started your own), learned the trade and… Patrick Roberts MaPractice Management The Key Position Every CPA Firm Needs to Fill Find out why adding a Director of Implementation was a game-changer for my firm.
Let’s begin by addressing the obvious…most accountants are not natural salespeople. All things that you and I are accustomed to dealing with during our tax season, but not now - not half a month after… Patrick Roberts ApPractice Management Why the right sales strategy is so imperative for today’s CPA firms. Change is disruptive, time-consuming and unpredictable! Since time is our currency and disruption is non-billable, change is carefully scrutinized and often over-analyzed, but one… Patrick Roberts Tax Preparation & Advisory Services SBA Form 159: How to receive agent compensation for your firm’s PPP loan assistance Overdue tax returns, unread emails and a growing call-back list. Features & Updates Why I Left an Accounting Technology Giant to Join a Tax Technology Startup Why I chose to leave a great position with a corporate household name in the accounting profession to join a tax technology startup Janel Sykora DecemTax Preparation & Advisory Services Thinking Beyond Automating the Tax Preparation Process- How to Transform Your Final Review Patrick Roberts OctoTax Preparation & Advisory Services Revelation for the Accounting Industry We are accountants who love analyzing numbers, but hate change.
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