What you need to know about Crypto Currency Taxation. (Podcast)

What you need to know about Crypto Currency Taxation (Podcast)

  (Our little podcast that started organically with a little luck and a nudge from Ric Payne, is starting to get some real traction.  Accordingly, we have a brand-new logo (above) for our podcast!) What you need to know about Crypto Currency Taxation.  Your clients are probably beginning to invest in cryptocurrency. The market for […]

accounting practice value

What is the Value of an Accounting Practice?

Included with permission, the following is an excerpt from Selling A Practice by Roy Braatz. Roy Braatz is a very good friend of mine…and we used to work together which was a great privilege and a whole lot of fun.  He has more than 15 years of experience in the field of mergers and acquisitions […]

Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch

Data Reports that Accounting Firm Clients Want – Podcast with Justin Hatch

Communicating with clients like they are another accountant doesn’t cut it. Justin Hatch shares with our listeners that what clients want from their accountants is simplified language and visual reporting first, and then a dive into the details. Accountants have to give their clients a high-level perspective written in layman’s terms when it comes to […]

HOW TO BUILD ACCOUNTING FIRM CAPACITY

How to build Accounting Firm Capacity

    Whether you are organically growing or growing by acquiring an accounting firm, capacity always comes into play. When there is too much work and not enough capacity, someone is always going to suffer. (usually everyone involved.)  It’s a delicate balance. Add in seasonality, and the balance can get disrupted fairly easily. The bigger […]