Many will reconfigure what they do to the new reality and will make some investments in updating and formalizing some of their Band-Aid processes.

One of the top CPA firm consultants shares some of his “secrets” behind his success.

Many firms organize a summer retreat that they are now postponing or canceling. Whether they are held or not, I recommend not canceling the preparation process.

We just got through a most unusual “tax season,” with taxes pushed aside at the beginning of April to be consumed with the SBA and PPP.

In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?

I’ve spoken to many owners of, and partners in, small firms and see an optimistic future.

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

We are on new ground with the coronavirus pandemic, and we need to adapt as much and as quickly as possible.

What we did yesterday is no longer relevant during the coronavirus pandemic, and we need to adapt and quickly. Here are some issues to consider.

When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?