As the tax season comes to a close, tax preparers often find themselves catching their breath after the flurry of activity. It's a time to reflect on the past months' work, evaluate successes and challenges, and consider how to improve for the future. Tax preparers can use end-of-season surveys, comprehensive reviews, and staffing evaluations to set their practices up for success. Continue reading for all our strategy suggestions.…

Read more about Supercharge Your Tax Practice with End-of-Season Strategies

One morning over breakfast, a young Raymond Berardinelli’s mother asked him what his plan was after high school. He would be graduating soon and needed a little direction. His mother had always encouraged him to go to college, but Raymond was thinking more along the lines of going to trade school. His plan was to become a ...…

Read more about Mother Knows Best…

Francina stayed with that company, even relocating to Michigan, and worked her way up to eventually running several branches. “Every day when I went to that cubicle, I imagined that I was walking into my own office. I treated every one of those customers as though they were my own personal clients.”…

Read more about Put all your Peaches in this Basket

Are you looking to attract more business? The best way to lure new customers is through effective marketing practices. Often times, however, it’s hard to know where to start. Here are a few tips on how you can attract more customers to your firm.…

Read more about Tips to Market Your Tax Practice