How to Reduce Your Stress During Busy Season

Too much stress can be a true detriment to your tax practice, especially during busy season. According to the American Institute of Stress, 80 percent of workers feel stress on the job, while nearly half say they need help learning how to manage stress. Read more on Intuit ProConnect website  Read more

What is Your #1 Piece of Advice to Clients in 2019?

The new year brings with it new challenges and opportunities, especially considering the impact the Tax Cuts and Jobs Act has on tax year 2018. Read more about what our owner, Andrea Parness CPA and other Intuit® ProConnect™ Tax Pro Center authors advise to clients in 2019. Read full article  Read more

Are You Overlooking Your Business Growth Assets?

We believe that your CPA firm, those professionals who review your accounting data and evaluate your processes should be tapped as your business coaching and strategic planning partners. When we work with our clients, our goal is to help create a plan that will achieve those goals while utilizing their existing staff. We start our journey with the intent of creating a business road map and write across our whiteboard:…  Read more

Tips for Creating a Winning Medical Team

We start most of our office strategy sessions with “start with the end in mind” scrawled across our whiteboard. We have heard repeatedly from our MD’s that their primary goal is the health and well-being of their patients; they want to deliver great patient care.  I submit that this can best be achieved when the entire office has that goal, understands their role and contributes to the patient experience. We…  Read more

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