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Are you using the same tax software you picked five years ago, even though your practice has completely changed? Still telling yourself it's too late in the year to evaluate alternatives? You're choosing software for the firm you had, not the firm you're building. Kristen Keats learn…
Your clients are learning tax strategies from TikTok influencers before hearing them from you. They're coming back asking why you didn't tell them about deductions they discovered on Instagram. You have the expertise, but you're buried in compliance work with an auto-responder promis…
You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid, your reasoning is sound, but you're addressing the wrong audience. The person opening your mail doesn't have a tax deg…
Their team has not worked overtime during tax season. Not once since their launch. After a combined 60 years in traditional accounting firms, Anna Hergenrader and Gwen Hodges launched Hodges and Hergenrader, LLP in 2023 with one rule: people come first. They watched talented staff burn out under th…
You're using tax software for CPAs that hasn't had a significant update since the 1990s. While bookkeeping and advisory tools have transformed with AI and automation, tax software is still making you retype data from QuickBooks, still sending 800-page PDF organizers clients won't rea…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Powered By Intuit Pro Tax, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.