Firm & Practice Management


On the Cheap: Tax Pros Share Low-Cost Marketing Ideas
 

On the Cheap: Tax Pros Share Low-Cost Marketing Ideas

Posted: February 1, 2019
Getting the word out (and the clients in) during tax season remains the holy grail for preparers. But how to market without busting the budget? Here are some tried-and-true ideas from preparers and industry experts.

The Benefits of Outsourcing Your Firm’s Marketing
 

The Benefits of Outsourcing Your Firm’s Marketing

Posted: January 25, 2019
If you would like to streamline your organization and focus on what you do best, then consider outsourcing your marketing to the experts. Here are seven benefits to be gained.

Tax Season Checklists — Part Two
 

Tax Season Checklists — Part Two

Posted: December 18, 2018
Tax season is busy, so preparing for it now will reduce the stress experienced January through April and help reduce exposure to professional liability risk. Pre-tax-season training of personnel and proactive review of administrative procedures will improve efficiency through April 15 and beyond.

Tax Season Checklists — Part One
 

Tax Season Checklists — Part One

Posted: December 11, 2018
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. This set of pre-tax-season checklists provide many suggestions firms should consider in planning for this work.


Engagement Letter Best Practices
 

Engagement Letter Best Practices

Posted: November 20, 2018
Engagement letters strengthen that trust by bringing together communication, personalization, and expectations in a streamlined document for both parties to reference. Find out the best way to communicate.


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