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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

By Al-Nesha Jones, CPA, MBA. It’s taking the focus solely off of shrinking the tax bill to create proactive conservations where the client begins to say, “Let me talk to my accountant first.” She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional. Tis the season!

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Beyond tax season: creating revenue stability year-round

ThomsonReuters

Tax season is a critically busy time of the year for accountants, and we all know the stress that can come with such a high demand for services during that part of the year. But for some tax and accounting firms, the high volume of clients from January to April represents the majority of their business for the year.

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How to get started as a virtual bookkeeper in 7 steps

5 Minute Bookkeeping

If you want to be a bookkeeper, you have to get bookkeeper training. You can get bookkeeper training in a few ways. The first way is on your own , and there are two options for this: You can complete the Accounting Coach bookkeeper training. In these situations, you should consult an attorney as well as a CPA. #4:

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

By Al-Nesha Jones, CPA, MBA Generation X—aka the Sandwich Generation, Latchkey Kids, Baby Busters, and even the Forgotten Generation—will soon be approaching retirement age. Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship.