article thumbnail

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

ThomsonReuters

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. All the while, staff continues working alongside Shaul as she mentors them during the process — she says that this is their best pathway to becoming a partner in the firm.

article thumbnail

Simplify your tax preparation invoice process

ThomsonReuters

Clearly outline all services that your firm provided (e.g., 1040 preparation, financial advisement, bookkeeping). Regardless of how your firm bills (e.g., It’s only natural for clients to wonder why their CPA firm doesn’t provide a similar service. Successful firms understand the importance of client service.