CPA Practice

APRIL 19, 2024

As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses.

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Technology cpa firm CPA Non-Profits 72

CPA Practice

MARCH 5, 2024

As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses.

Technology 64

Technology cpa firm CPA Non-Profits 64

Nancy McClelland, LLC

APRIL 5, 2024

Photo by coco tafoya on Unsplash As my readers and colleagues know, I’m a huge proponent of leveraging technology to remove the drudgery from our jobs and those of our small business clients. Who do you think they’re going to recommend when a tax client needs accounting and bookkeeping assistance?

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tax preparation Tax bookkeeping payroll 52

Snyder

JANUARY 10, 2023

To answer the above question, we’ll need to look at small business accounting as a process. We’ll also look at when it becomes necessary to hire a small business accountant or a bookkeeper – someone to do the bookkeeping and accounting for you. What are the peculiarities of bookkeeping for small businesses?

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Account accountant accounted bookkeeping 59

Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin.

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tax preparation Tax bookkeeping Wisconsin 52

Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? Great news, because this step-by-step guide will cover the critical 7 steps you’ll need to follow to set up a modern bookkeeping practice and to land your first clients. In this guide, you’ll learn: How to set up a strategic business plan.

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bookkeeping bookkeeping services accounting firms Technology 98

Nancy McClelland, LLC

AUGUST 15, 2022

The ERC has been in the news quite a bit lately due to aggressive tactics by non-CPA firms claiming to be able to apply for these credits on behalf of business owners. (We’ll However, the rules regarding whether or not a business qualifies are complex, and best performed by a knowledgeable professional.

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cpa firm bookkeeping CPA Education 19