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Training Playbooks That Work: Onboarding Offshore Preparers into Your Firm’s Way

The fastest way to lose time in a busy season is not a hard return. It is a new person doing work in a slightly different way than your reviewers expect. Most CPA and accounting

Turning Seasonal Tax Staff into Year-Round Capacity Without Carrying Payroll

Most tax preparation firms have the same frustrating pattern every year. You hire seasonal help to survive January to April. You train them. They ramp up. You finally get some momentum. Then the season ends

Your Team’s Friction Tells a Lot – Insights from the Lens of Dave Lane

For any growing organization, conflict is one of the most misunderstood forces. Accounting firms are no exception. Most leaders see conflict as something that needs to be reduced, smoothened and avoided entirely. They get worried

First-Pass Yield for Tax Returns: Cutting Review Rework Without Burning Out Your Seniors

Most tax firms do not have a prep capacity problem. They have a review capacity problem. Returns get prepared, but they do not move smoothly through review. They bounce. Notes come back. Workpapers get rebuilt

Client Portals and Document Chasing: Reducing “Missing Docs” Cycle Time

If you want a faster tax season without adding more senior reviewers, fix the place where time quietly disappears: missing documents. Most firms measure productivity by how many returns were prepared. Clients measure it by

PE is Reshaping Accounting Firms: What It Means for Tax Delivery and Standardization

Private equity is not just buying accounting firms. It is changing what “a well-run tax practice” looks like. Even if your firm is not pursuing PE, you are still competing in a market being

Top 21 Accounting Conferences to Grow your Accounting Firm & CPA Practice

Accounting conferences have consistently proven to be a great tool to network, grow the business, and be a part of a community that pulls you ahead. Over the years, the accounting industry has undergone massive

Outcome-Based Pricing for Tax Packages: Moving Beyond the Billable Hour

The billable hour worked when time was the best proxy for value. In tax, that proxy is breaking down fast. Clients do not feel “value” in minutes. They feel it in outcomes: filing done on

Pass-Through Planning: Building a Repeatable QBI 199A Data Checklist

The QBI (Qualified Business Income) deduction is one of those tax benefits that looks simple on a slide and turns messy inside a real file. The rule itself is not the problem. The problem is

Finsmart Solutions

Finsmart Accounting Seat model delivers pre-trained professionals who integrate effortlessly into your firm, managed by you and working through your tech, mail, and communication tools.