Professionals Message Board 

As professionals, we can be communicate through a secure cloud system which can assist one another as back office support, regardless of geographic location. For one party, this can eliminate the struggle of finding qualified, seasonal or full time accounting and tax professionals, and the worry of whether or not capacity will be an issue for your firm. For the other party, it’s a seamless way of picking up more work.

Many small CPA firms have become a revolving door for employees. It’s difficult enough just to find qualified candidates, and once you hire and train them, there’s no guarantee that they’ll stick around. Your employee quit?  Back to square one! This cycle is one the main reasons a small firm never reaches its growth potential.

Outsourcing overseas has fallen out of favor as a hiring alternative. It’s typically a costly endeavor, and struggles with work quality and communication are common.  And let’s face it; most clients aren’t exactly thrilled with the notion.

Instead of trying these tired methods, put yourself in a position where you can expand and leverage as much as you want.  Work with vetted professionals that you get to know, not a "mystery preparer" behind a server. You know this person’s background, experience, personality and capacity. You agree with one another on expectations beforehand.  And best of all, you only pay them when they’re actually working.

2019 Tax Season Sanity Workshops 

Break up the monotony of tax season – step out of the grind for a few minutes, and recharge. 

Improve efficiencies, reduce stress, and begin to drive revenue year-round by using tax season to generate new engagements. Each workshop provides action steps you can implement now to increase your bottom line and reduce inefficiencies. Join other professionals from around the country for brief discussion, problem solving, and support.

Topics for the 2019 Tax Season are as follows:

7 Minute Coaching during Tax Season 

We may not have the time to solve clients' issues during tax season, but we can use this time of the year to set the stage for expanding into other engagements throughout the rest of the year.  Here, we discuss how to take an additional 5-10 minutes with a client to redefine our roles to that of navigators, determine which clients need more help, and tee up consulting and coaching work that can start in May.

Time and Team Management during Tax Season

Tax season will always be chaotic, but we can reduce the chaos and bring about a sense of order by implementing protocols that keep us protected from interruptions and keep our teams working efficiently.  All of these strategies are customizable and can vary based on how we are wired individually and how we have structured our practices.

Maintaining Health during Tax Season 

In regards to our health, it's easy to fall into a downward spiral during tax season.  We are get fewer hours of sleep, may not have time to eat well, and often find ourselves running off of adrenaline alone.  This can affect our and our team's accuracy, motivation, and resilience, among other dynamics.  We will discuss some measures we can take that stem from several core pillars of health - rest, food, and exercise.

To learn more about any of the topics listed above, e-mail us at