Displaying: Growing Your Tax Business
As a tax professional or business leader, training staff is a crucial part of ensuring success for your company — and your clients. Not only can proper training improve productivity and efficiency, but it also helps to keep your employees up-to-date with…
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Bookkeeping, or the process of accurately recording all your financial transactions, is a key part of building a successful tax business. However, it also comes with the potential for costly errors. According to Solution Scout, bookkeeping mistakes led to $1.3B worth of…
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A bookkeeper fills a critical role for any business, and that is the recording and organization of financial transactions. These include customer payments for goods and services, business payments to vendors and contractors, and loan and rent expenses. Without proper bookkeeping, a…
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They say you never get a second chance at a first impression, which is why your client onboarding process is so important. Onboarding, or the logistics and actions around getting a new client set up with your practice, sets the stage for…
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When tax preparers sign up for the job, they know all about the annual tax-time crunch. Many see it like Black Friday, when four months of long, exhausting days generate much of the year’s income. Isn’t it time to put the other eight…
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You might be a pro at filling out forms and filing taxes for even the most complicated returns. But that’s only part of your responsibilities as a tax business owner. You also need to figure out how to get clients through your…
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A correct tax return might be the main reason your clients come to you, but they should expect much more. The service you provide should extend beyond the numbers and connect directly with the people you’re helping. It doesn’t matter if they’re…
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Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax…
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When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are…
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For many new tax preparers – and those who have considered entering the field – one of the main concerns is how they can make money year-round from a job that’s typically seasonal work. Let’s take a look at what options you…
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“Where am I going to get clients?” It’s a question lots of tax professionals ask as they ponder starting their own tax business. Being a great tax preparer won’t get you very far if you don’t any clients to serve. However, getting…
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Running your own tax school isn’t a new concept, it’s something all the national tax preparation companies do to recruit the massive amounts of tax preparers needed each season. It’s a great source of alternative revenue for your business, it helps you…
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