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Practice Management

Tax Professionals: It’s Time to Establish Your Mandatory IRS Security Policy Manual

January 28, 2020

The IRS has been reminding tax professionals that the FTC’s Safeguard Rules apply to them, […]

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 […]

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 […]

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

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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 […]

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 […]

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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 […]

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 […]

5 Reasons Why You Need to Showcase Your Expertise Online

August 24, 2015

Our mission at CountingWorks PRO (previously ClientWhys) is simple: We help CPAs, enrolled agents and […]

7 Tax Accountant Password Reset Best Practices

March 18, 2014

There is a reason that some systems include a periodic, mandatory password reset or a […]