Chris Howard (5)

Canopy Named in G2’s Top 100 Fastest Growing Products for 2024

Canopy has secured a coveted spot in G2's "Top 100 Fastest Growing Softwares of 2024". As the only practice management software to achieve this recognition, we take immense pride...

Accounting Client Expectations vs Reality: Bridging the Gap

A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...

10 Accounting Influencers to Follow in 2024

As we make our way through 2024, the world of accounting continues to evolve, with influencers playing a pivotal role in shaping industry trends, providing insights, and offering...

How to Price Accounting Services

The way you price your accounting services shouldn’t be arbitrary. The correct accounting pricing strategy can effectively mean the difference between scraping by and robust...

A 2024 Overview of IRS Form 1041 Schedules

For estate planning and taxation, IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, documents the income an estate earns after the estate owner passes away. It’s also...

What You Need to Know About Filing IRS Form 8821

Every tax professional knows that they need special permission to access private information on behalf of their client. Many tax professionals use IRS Form 2848, which is a power...

IRS Issued Identification Numbers Explained: TIN, ITIN, PTIN, SSN,...

It doesn’t take long working with tax forms to realize that the IRS uses a bewildering variety of acronyms. As confusing as the never-ending grouping of letters may seem, it is...

Tips for Filling Out IRS Form 2848: Power of Attorney

We've put together another video to help you when you're representing a client. In this video, we cover some tips on how to fill out IRS Form 2848 to make sure your request for...

Best Practices for Building Trust with Your Clients

For accountants, clients are the lifeblood of business. After all, without them there is no business. Firms that know this often make marketing and client acquisition a top...

What is a CAF Number and How To Get One: Step-By-Step Guide

If you are looking to start offering tax resolution services, there’s a few things you’ll need to take care of first. One of those things is getting a CAF Number. We’ll walk you...

9 Must-Read Books for Accountants in 2024

Some people say that comfort is the enemy of growth — and we tend to agree. As accounting plays a more central role in daily business operations, complacency and relying on old...

Penalty Abatement for Small Partnerships

There are a lot of compelling reasons to offer tax resolution services, but tax resolution can also get complicated, and that scares away a lot of tax professionals. Luckily, not...

Setting Healthy Boundaries with Clients

So you've landed a new client at your accounting firm — congratulations! You tell them you're flexible and can work with them whenever they want, leaving an open-ended working...

Doing Your Part to Improve Accounting

The world of accounting has come a long way from the days of dusty ledgers and manual calculations. Evolving technologies and new digital tools — including artificial...

4 Ways to Create a Top Tier Client Experience