Tax Power Hour Gearing Up for Tax Season
The November Tax Power Hour focuses on gearing up for tax season. This presentation discusses organizers, engagement letters, staffing, scheduling, new PTIN rules for staff, different tax return processing system and procedures and paper filing options under the new mandatory e-file requirements
Published on November 26, 2012
Optimizing Workflows to Improve Firm Production
This IT article discusses practical ideas on how to use workflow tools to improve firm production and client relationships. The article provides seven opportunities for firms to evaluate where workflow tools can streamline specific firm procedures.
Published on October 28, 2013
How to Succeed at Succession
The September issue of the PCPS News & Views e-newsletter discusses the importance of succession planning. CPAs Jason Deshayes and Bob Goldfarb provide related views on how they implemented succession planning in their firms through training emerging leaders and merging into a larger practice.
Published on September 17, 2013
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