Is higher education the best path for business and finance professionals to grow their careers, explore new industries and increase earnings? It depends – not all higher learning is the same. The Certified Management Accountant Credential (CMA) and Master of Business Administration (MBA) are two common and effective ways to progress. The CMA is […]
Displaying: Recent Posts
7 planning considerations for this fiscal year
If you’re the person who’s always helping family and friends prepare their taxes, it might be time to start your own business. After all, tax preparation is in demand every year, and you’ve found that you have a facility for finding solutions and helping people navigate the tax-code maze. Plus, the IRS’ stricter requirements for […]
How to generate new business: Best practice guide for tax professionals
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 months to better use and cut back on a few of those tax-time […]
How hard is the EA Exam?
Anyone looking to enter the world of finance or tax professionals will one day have to take and pass a credentialed exam that proves they understand the work. Becoming an enrolled agent (EA) is no different. Before you can begin working with clients at a firm or on your own, you have to pass the […]
Social media marketing strategies for tax preparers
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 door. Direct mail, print ads and networking will only get you so far. […]
How to choose exam prep: 5 things to look for if you want to sit for the EA, CPA, CMA, CISA or CIA Exam
When you’re looking to take your career to the next level by becoming an Enrolled Agent (EA), Certified Management Accountant (CMA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CIA), or Certified Public Accountant (CPA); your exam prep can be the deciding factor in passing or failing. There are dozens of different companies offering exam […]
8 steps to simplify end-of-year financial reporting
Just when you start looking toward the new year, here it comes — the need to close the books on the old year. Coinciding with regular monthly and quarterly closes, it makes for a workload that nearly rivals tax season. Still, the task of validating and adjusting account balances is a responsibility that you hold […]
Are you prepared for this coming tax season?
As a tax business owner or tax preparer, there’s a lot you need to do to get ready for the new tax season. Perhaps the most important decision will be figuring out how and where you plan to work next year to accommodate the needs of your clients, any employees you might have and yourself. […]
Tips for conducting an effective tax client interview
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 a first-time client or you’ve worked with them for years — being professional, […]