In Search of Technology for Your Firm or Your Clients?

February 26, 2019 

In Search of Technology for Your Firm or Your Clients?

3346 It’s no secret that technology has continued to become a critical component of our lives, both professionally and personally. For small businesses (and even for most of us in our personal lives), keeping up with ever-changing trends and recognizing what tools and products are actually going to help us become more efficient and effective...…

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January 17, 2019 

12 Questions to Ask Your Clients this Tax Season

Another tax season is here and many of you are bracing for the 60+ hour work weeks. Your focus is on preparing financial statements, tax returns, and delivering them to your clients. Keeping your head down and getting it done!

 Year-End Services to Offer Your Business Clients

November 21, 2018 

Year-End Services to Offer Your Business Clients

This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...

 Client Accounting Services – What Is It, Really?

September 1, 2018 

Client Accounting Services – What Is It, Really?

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Jim Boomer

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