2017 Tax Return Deadline & Due Dates (Updated)

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2017 Tax Return Due Dates

 When reviewing the 2016 tax dates (due in 2017), it’s important to keep in mind some critical changes to the 2017 tax due dates. Please review the information below, however, it’s always recommend to check the IRS website for the most up to date information on tax due dates. Updates: Tuesday, January 31: Up until… Read more »

Quickbooks Online (QBO) Project Management Software

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Are you looking to find the right project management software or application for quickbooks online (QBO) ? In this post, we’ll talk about the key features and questions you’ll need to consider when researching applications. First, setting the criteria.  In many technology hunts, especially ones around project management, it’s important to define what you hope… Read more »

1065 Tax Return Workflow Diagram

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1065 Workflow Diagram template

Building out a workflow diagram for your 1065 Tax Return (U.S. Return of Partnership Income) can be challenging. Which is why we wanted to go over some best practices when building out your workflow. Getting the team together The first step is to involve your team or colleagues in the discussion of putting together the… Read more »

1120 Workflow Diagram ( U.S. Corporate Return)

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1120 Corporate Tax Return Workflow Diagram

Managing and creating 1120 US Corporate Tax Return can be challenging, which is why we recommend having a workflow diagram in place. In this article we’re going to talk about how to put together your workflow foundation, how to define your proper workflow, and implementation steps for your accounting firm or practice. Step 1: The Foundation… Read more »

Workflow Diagram: 1041 EstAtes & Trusts Process Sheet

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1041 Tax Return for Estates & Trusts Process Sheet for Accountants

Putting together a robust 1041 Tax Return for Estates & Trusts Process Sheet for Accountants & CPA Firms can be challenging, which is why we wanted to go over our recommendation for how to setup a process sheet. The importance of having a well defined process sheet will help your firm become more productive and profitable…. Read more »

Process Sheets for Accountants & CPA Practices

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Firm Name Process Sheet

Building process sheet for each service as an accountant or for your accounting firm can be challenging, which is why we wanted to walk through the foundational best practices for running a highly profitable process sheet. Which is why in this video, we wanted to give an overview of our process sheet recommendation. There are… Read more »