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how to leverage app technology for streamlined services

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illustrationshop for what you need.

by gabrielle fontaine

our profession is officially in disruption. technology is starting to automate much of what we provide clients for compliance services, including bookkeeping and tax functions. is this a threat or an opportunity?

more: how to set a profitable price every time
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it depends on how you see it. i see it as an opportunity to provide more value to our clients and automate the drudgery. it can help us get more done more accurately, faster and cheaper.
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2020 outlook: balance advisory and compliance

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3 solid strategies.

by carl george

tax reform – opportunity or burden?

more: 2020 outlook: talent shortage drags on | demand is high | business development goes borderless | data import on the rise | becoming the most valuable advisor | top three tips for 2020 success | where do you want to be? | dicey disruptions | upstream mergers | staffing gets creative
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the prevalent theme throughout the 2019 tax opportunity season was “…the hardest tax season that i have ever encountered!” system issues. cyber issues. tax reform. changing/last-minute regs.
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use tax return prep for training and growth

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man and two women talking in officeplus: 10 reasons to improve your review process.

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by ed mendlowitz
how to review tax returns: the field-tested update

tax season is a microcosm of everything done in an accounting practice.

more mendlowitz: 4 reasons to push ahead with tax question research | one can’t-skip touch for tax season | 5 steps for tax season success | help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
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one of the primary concerns of a business is having the proper processes and quality control procedures.

choosing how to properly use the reviewers’ time and interface them with the staff can contribute immensely to a smooth tax season.
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creative perks for remote employees

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dog sleeping in home office as woman works at computer in backgroundeducation and tech stipends? why not?

by jody grunden

in addition to the more traditional benefits, we also offer a few creative perks that i think our employees really appreciate, including an education stipend and a technology stipend.

more: traditional benefits for remote employees | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats | the only three metrics you need to measure staffers
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education stipend

we believe that continuing education keeps our team members sharp and ahead of the game. one of our core values is “curiosity” because we want our employees to always be thinking about how we can improve our services, become more efficient and do things better. we want people to think outside the box because we’re not a typical accounting firm, nor do we ever want to be one.
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why knowledge maintenance is key

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businesspeople discussing chartsdon’t let systems and processes leave with your employees.

by steven e. sacks

there are nearly 80 million baby boomers today, and this cohort ranging from ages 55 to 73 is projected by the u.s. census bureau to reach 83.7 million in the year 2050. by 2030, more than 20 percent of u.s. residents are projected to be aged 65 and over, compared with 13 percent in 2010 and 9.8 percent in 1970.

more: set your staff on the right course | how does your firm leverage its talent? | the lost art of the interview | the 5 keys to success in accounting careers | stop wasting time in useless meetings | is your firm’s culture a magnet?
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a large part of this growth is because of the aging of baby boomers (individuals born in the united states between mid-1946 and mid-1964), who began turning 65 in 2011 and are now driving growth at the older ages of the population. as one source in 2016 put this into perspective, every day, 10,000 people turn 65. there are more than personal financial issues at stake here.
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