(Disclaimer: This article is relevant for audiences based in the US).Tax season for accountants can be a super stressful time of year. From needing to gather all the data, information and materials from clients to turning around and both preparing and filing the tax return on deadline...well, there’s just a ton of tasks and demands to juggle within a compressed number of days.
That said, with all those balls in the air, some tax accountants will skip one of the most important steps in working with clients—the engagement letter. In fact, whenever Practice Ignition polls tax accountants on the ...
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Implementing change within your organization requires careful management—not just with your colleagues, but also with your clients. For exam...
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Upfront pricing, whether fixed fee or value-based (or a combination of both), is not a new concept to the accounting industry; we have heard...
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The world is changing, but is the workplace keeping up with this pace of change? While the number of female CEOs in the Fortune 500 has reac...
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When you got into the accounting or bookkeeping business, you probably made that career choice to put to good use a number of your skills an...
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Are you currently undertaking additional grant work? Are your scope and engagements up to date to mitigate your practice’s risk of scope cre...
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Back in April, our New Proposal Editor went global, becoming the default experience for new customers, and the preferred editor for existing...
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Do you tend to cringe when clients ask you to do more than the work they’ve originally hired you to do? Or when they take up your time, pick...
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When you shop at the grocery, you can see the price of the apples, posted right there on the bin. No one is having that awkward conversation...
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Abbeygate Accountancy is a progressive practice based in Bury St Edmunds, England offering a range of accounting, bookkeeping and advisory s...
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For many of you, re-engaging clients might be a simple process. You ask the client if they’re happy with the work you’ve completed for them ...
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Many clients still object to providing their credit card details upfront when signing a proposal or engagement. They usually have a ‘valid’ ...
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It’s almost the end of the financial year (EOFY), which means one thing: review time. Client reviews are great - but internal reviews can be...
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