In Search of Better Next Tax Season? You Want These Three Issues Managed Better.

Here are some startling but recent research report backed headlines on CPATrendlines:Staff Turnover Escalates into Epidemic at CPA Firms: Professional staff turnover has jumped by as much as 50% in one year, averaging now almost 18%. These results were across all firm size ranges.Accounting Firms Launch New War for Talent: Firms are hiring, and many…

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This Is Why Client Psychology Decides Your Pricing

Your accounting services pricing IS related to client psychology! Huh !!! What’s your price got to do with client psychology? It’s Tax Season. Your clients want their tax returns done. As soon as possible. All they want is “compliance”. And compliance is a commodity business. Very price sensitive. Irrespective of what you say to differentiate.…

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How Will You “Wow!” Your Clients In Tax Season?

Hello. Got source documents. Prepared return. Filed. See you next season. Thanks. Is that the path it goes for you as a tax preparer? Can you find a way to put in a Wow! somewhere on that path? Here are some… The Perfect One. No Taxes Owed. No Refund: What do you do with such…

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Extend Your Happy Holidays Into Tax Season!

Yes! You read it right! The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating…

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How to get source documents from clients early?

The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating that they want source documents…

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