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    Taking a Lean Approach to Firm Tax Production

    Article This short article, authored by Roman H. Kepczyk, CPA.CITP, focuses on how a firm can take a lean apporach to tax production by targeting waste elimination in every aspect of the practice by requiring less effort from personnel and reducing work-in progress while still delivering quality tax returns.
    Published on October 30, 2013

    Succession Planning Its Not a Spectator Sport

    Article The September issue of the Small Firm Solutions e-newsletter discusses the importance of succession planning.  James Metzler provides advice on how to embrace future change, wind down and sell parts of your practice, prepare future leaders and he also offers tools, resources and conferences to help firm owners begin making
    Published on September 10, 2013

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