5. Run a Tax Preparation Business - Universal Accounting School

Top Mistakes New Tax Preparers Make—and How Training Can Prevent Them

Connor Sanders — Wed, 09 Jul 2025 15:36:12 +0000

Breaking into the tax industry is exciting. Whether you’re transitioning careers, looking to boost your income during tax season, or launching your own business, becoming a tax preparer opens doors. But like any profession, the early days come with a learning curve—and for many new tax preparers, that curve can be steep. At Universal Accounting […]

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How Email Newsletters Can Help Accountants Retain Clients

Connor Sanders — Tue, 01 Jul 2025 17:18:10 +0000

Most accounting professionals understand the importance of gaining new clients, but what many overlook is the power of retaining the clients they already have. A loyal client brings more long-term value, greater trust, and more consistent referrals than a handful of short-term projects. One of the most effective ways to keep that relationship strong is […]

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How Your Tax Preparation Business Can Maximize Its Social Media Presence

Connor Sanders — Tue, 17 Jun 2025 16:36:00 +0000

It’s no secret that LinkedIn can be a valuable networking tool for tax professionals. It allows you to highlight your credentials, share industry updates, and connect with potential clients or referral partners. But if your digital marketing strategy begins and ends with your LinkedIn profile, you’re leaving opportunities untapped. Today’s clients don’t just want to […]

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5 Ways to Reach More Clients as a Solo Tax Preparer Online

Connor Sanders — Fri, 06 Jun 2025 16:30:00 +0000

In the tax preparation world, reputation is everything. Whether you’re filing simple returns or helping clients navigate complex tax situations, people trust you with highly sensitive financial information—and they expect accuracy, professionalism, and guidance from a solo tax preparer. That kind of trust isn’t automatic. It’s built through consistent, reliable actions, and your online presence […]

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Building a Accounting Firm: CFO Strategies and Fraud Prevention w/ Greg Kyte

Connor Sanders — Wed, 02 Apr 2025 19:45:00 +0000

The intersection of financial management and fraud prevention requires a delicate balance of controls, transparency, and expertise. In a revealing discussion between Roger Knecht, President of Universal Accounting Center, and Greg Kyte, a fractional CFO, on the Building the Premier Accounting Firm podcast, several crucial insights emerged about modern accounting practices and fraud prevention strategies. […]

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