One of the most anticipated voices at GrowCon25 is longtime firm owner Michelle Mitchell, who brings decades of hands-on experience—and

The intersection of financial management and fraud prevention requires a delicate balance of controls, transparency, and expertise. In a revealing

Breaking into the tax industry is exciting. Whether you're transitioning careers, looking to boost your income during tax season, or

Most accounting professionals understand the importance of gaining new clients, but what many overlook is the power of retaining the

In the tax preparation world, reputation is everything. Whether you’re filing simple returns or helping clients navigate complex tax situations,

Family businesses: they seem to work really well or fail miserably.  That’s not to say that family-run businesses can’t be highly rewarding and lucrative.  However, if you’re participating in a family business, it’s important that you understand what you’re up against.  Working with relatives can be tricky unless you have a game plan—a series of […]

Running a successful tax practice depends on your ability to persuade potential clients that your services are valuable.  This requires a keen awareness of their needs.  In order to determine whether or not your services are a good match for their needs, you must initiate a sales conversation that enables you to ask key sales […]

Starting your own financial practice can be terrifying and exciting at the same time.  There are lots of pros in self-employment: the flexibility to work when you want and on the projects you want to work on, the potential to uncap your salary, and the ability to wake every morning to a job you love.  […]

Small-business owners must track the daily tasks that eat up their workday, because while there are core-functions to any business, entrepreneurs often become distracted, and sometimes consumed by, necessary tasks that could be done just as easily, and probably more economically, through outsourcing.  The question is, how does one determine which functions should remain in-house […]

If you’re a self-employed tax preparer, you’ll encounter many situations where you must negotiate a favorable outcome for your small business.  These may be large or small deals and could occur with clients, colleagues and other businesses.  In order to be a successful negotiator you must know how to achieve a win-win situation.  Selling yourself […]

Complying with IRS Regulations When you begin the search for employees, you must ensure that you complete all the necessary documentation in order to comply with IRS regulations.  The following are three tasks you must complete before adding someone to your payroll: 1. Ensure Eligibility to Work in the US.  To verify an employee’s ability […]

While running a home-base business can be inexpensive and convenient, it can get tricky as you try to balance work and family life, sometimes from the same room.  In order to ensure that your professional and personal lives don’t collide in the process, you should have a strategy or at least some techniques that help […]