Sales and Marketing

Do you know how much longer your firm’s partners want to work?

A tax practitioner has teamed up with a software engineer to create a new tax prep program aimed at preparers who service Spanish-speaking taxpayers, especially undocumented immigrants who are ready to begin filing tax returns.Latino Tax Software’s MultiTax distinguishes itself from more established tax packages by helping clients obtain Individual Taxpayer Identification Numbers from the Internal Revenue Service and allowing them to file multiple years of tax returns that they have avoided filing earlier. The software also lets preparers toggle quickly between screens in English and Spanish.

Plante & Moran has gone south of the border, opening an office in Monterrey, Mexico.

This webcast will examine how to know when you’ve outgrown your accounting software and what to look for when you are ready to move up to the next level.

There might be a new, ready supply of seasoned CPAs for the busiest time of year. Staffing is still a problem for many firms, and it is particularly felt during the tax prep season when many accountants have to work extra hours because firms often aren’t able or can’t afford to hire additional full-time staff. The results of a recent Charles Schwab and Age Wave study, entitled ”Rethinking Retirement,” point to a possible solution. Surprisingly, 71 percent of the pre-retirees surveyed want to work in retirement. Even more fascinating is that 40 percent want to cycle back and forth between periods of work and leisure. In the write-up to the study, there is the observation that this is “a new style of work with which most employer policies are unaligned.” These numbers indicates there will be a ready supply of seasoned retired CPAs, which can supplement a firm during its busiest times, say February to April 15th, and maybe a month before tax return extensions are due. Firms benefit, as they only have to pay for these individuals when they are needed, they are employing experts at tax preparation, and those individuals are used to working during the pressured tax season. The retirees are happy because they are working on a limited basis, and, rather than working part-time, they have the desirable cycle of back and forth between periods of work and leisure. And with remote access, firms can tap into retired CPAs all across the country. Initially, firms will be using retirees from their firms, but I would expect that would extend quickly to other retired CPAs, and the AICPA and state CPA societies will help by publicizing best practices with regard to cycling back and forth. And like bike riding, which might have been difficult to learn but natural when mastered, this type of cycling will become another readily available staffing solution for firms.

This webcast will examine how to know when you’ve outgrown your accounting software and what to look for when you are ready to move up to the next level.

This webcast will examine how to know when you’ve outgrown your accounting software and what to look for when you are ready to move up to the next level.

Bookkeeping Express, a franchisor focused on providing outsourced bookkeeping services to small businesses, plans to expand nationally with 400 new territories.

This webcast will examine how to know when you’ve outgrown your accounting software and what to look for when you are ready to move up to the next level.

The National Association of Certified Valuation Analysts said that its Certified Valuation Analyst and Accredited Valuation Analyst designations have received certification from the National Organization for Competency Assurance.