

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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Too much of the way accountants run their practices is driven by subconscious habit.
May 7 -
Extend tax season for half a day to debrief. You will be so glad you did.
April 16 -
Only after you have empirical validation that something new could work should you make major changes at your firm.
April 9 -
You’re not an accountant; you’re a luxury service provider.
March 20 -
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Busy season has barely begun and you can expect it to be one of the most frenetic and stressful tax seasons ever. Take control of it with some handy apps.
January 29 -
The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.
January 11 -
With things changing so fast in the accounting world, many CPAs feel it’s difficult just trying to keep up.
January 2 -
Without having a defined plan in place—the steps you need to go to get from Point A to Point B—all you have is a dream.
December 13