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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

FEBRUARY 28, 2024

She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. Meeting with a tax preparer after the year has closed is like trying to drive your business forward in a car, while the car is in reverse and you’re only using the rearview mirror to guide you.”

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Simplify your tax preparation invoice process

ThomsonReuters

FEBRUARY 13, 2024

Clearly outline all services that your firm provided (e.g., 1040 preparation, financial advisement, bookkeeping). Regardless of how your firm bills (e.g., Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions.

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Accountant Advocate

Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

Simplify your tax preparation invoice process

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