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Practice Management

6 Phone Line Best Practices to Help Tax & Accounting Pros Capture More Business

October 16, 2019

Have you ever tried to call a business and had a seemingly impossible time getting […]

Product News: Growth Subscription Improvements

October 8, 2019

Great news: Our Growth (K2 & Whitney) subscriptions just got even better! At CountingWorks PRO, […]

Price Is No Object: How to Avoid Bargaining and Charge Based on Value

September 30, 2019

Have you ever come across another tax or accounting practice that’s charging tens of thousands […]

How to Avoid Becoming a Commodity in Tax and Accounting

September 6, 2019

Whether you’ve joined the trend or not, it’s no secret that the tax and accounting […]

Pro advice, ideas, and information to help your practice get going and grow.

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5 Simple Things You Can Do to Make Your Clients Happy Right Now

August 16, 2019

When it comes down to it, operating a successful tax and accounting practice is so […]

Three Reasons Why You Should Add Your Business Phone and Address to Your Website

April 5, 2019

Far too often, companies are hesitant to add their phone number and physical address to […]

You got a negative review online. Now what?

March 15, 2019

In the age of reviews, receiving a 1-star rating on an online platform is any […]

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Best Practices for Setting up a Virtual Tax and Accounting Practice

January 11, 2019

Ready or not, here it comes: the cloud is upon us. Whether you wanted these […]

Looking to grow your home-based accounting or tax practice?

March 19, 2018

Nowadays, many small business owners in the tax and accounting profession have the option to […]

Should you offer basic accounting and tax services? (Part 1 of 2)

December 15, 2017

In this post and part 2 , I review some of the key trends, issues, risks and […]

Cybersecurity: Is Your Tax and Accounting Practice Secure?

September 12, 2017

Few professions have felt the brunt of identity theft like the tax and accounting profession. […]

Tax Professionals the Target of the Latest Phishing Scam

January 16, 2017

Just in time for the busy income tax season, cybercriminals have launched a variety of […]

How Safe are Your Private Files from the IRS PTIN Scam Email?

January 21, 2016

If you haven’t received a fake IRS PTIN email yet, chances are that you will […]