Tax Extensions - What They Mean for You

With guidance from the IRS still trickling in, some tax preparers are less than impressed. “I’m ok with the extended...

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Transforming My Life and My Practice

In November of 2019 I shared this post with the Woodard Alliance online community forum. "This year I struggled. I...

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A Tax Season Like No Other

Tax season. Those two words are the life blood of many an accountant and tax preparer – and simultaneously conjure...

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Building and Leading a Team (Part 2)

*This article is derived from a webinar that occurred in 2017. Its content remains relevant to the accounting...

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Building and Leading a Team (Part 1)

*This article is derived from a webinar that occurred in 2017. Its content remains relevant to the accounting...

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The Tidying Up Method: No More Task Overload!

When I opened my accounting firm, I was soon buried in a mess of “mind clutter.” That’s what I call ideas, projects...

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How to Properly Price Cleanup Jobs

Are your cleanup projects highly profitable? Or are they loss leaders where you make up the profits after you enroll...

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Offshore Accounting: Should Your Firm Take The Plunge?

Here are the do’s and don’ts, tips and tricks of walking an accounting practice through the transition to offshore...

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