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...
