by William Hamilton | Oct 27, 2021 | Operations
(Watch or listen to the full version here.) A lot goes into running a tax and accounting business. When dealing with payroll and client billing, funneling more money into marketing may not be at the top of your to-do list. While you know that it’s key to maintaining...
by William Hamilton | Sep 2, 2021 | Operations
(Watch or listen to the full version here.) So, you’re ready to start your own firm. There are many reasons that professionals just like yourself choose to take this step. Maybe you’ve been in the industry for a while but your boss is retiring, or maybe you just got...
by William Hamilton | Aug 12, 2021 | Operations
As a tax professional, it’s your job to support your clients’ success and efficiency. You spend hours of your time analyzing data, crunching numbers, and compiling reports to help your clients reach their personal or business goals. If you had the chance to propel...
by William Hamilton | Jul 22, 2021 | Operations
You spend so much time focusing on your clients’ success. It’s time to focus that same energy into your own business. When you take the time to optimize your process, you create capacity and cultivate talent within your business that can get you ahead. It’s time to...
by William Hamilton | Jan 21, 2021 | Operations
Click here to watch or listen to this post! Tax appointments have changed logistically with the need to hold “virtual” meetings in many cases instead of the traditional in-person get-together. The critical question to ask is, “Have I optimized my actual...
by William | Oct 16, 2020 | Operations
Tax season is always a wild ride, but 2020 has been a bit over the top. Deadlines have been extended and clients have been calling trying to understand everything from PPP loans to tax implications for their business. Your firm has probably seen an increase in the...
