Practice Management

/Tag:Practice Management

Changing the Way I Work with Business Clients

By | December 16th, 2014|Categories: Small Business Tax and Accounting|Tags: , , |

I now require a year-round relationship with business clients before I'll prepare their tax return.

Comments Off on Changing the Way I Work with Business Clients

IRS Oops on E-Services E-mail

By | October 29th, 2014|Categories: Editorial Commentary|Tags: , , , |

IRS sends an e-mail to practitioners saying e-services features are available again, then quietly retracts.

Comments Off on IRS Oops on E-Services E-mail

Solo Practitioner Blues: Value Pricing Revisted (I Was Wrong)

By | June 19th, 2014|Categories: Editorial Commentary|Tags: , , |

Two weeks ago, I wrote a blog post about value pricing. That post was, shall we say ... full of "attitude" on my part about the concept of value pricing. The attitude was real and by design. I had questions. I wanted answers. I got answers. And I was wrong in that post Wrong in two [...]

Comments Off on Solo Practitioner Blues: Value Pricing Revisted (I Was Wrong)

Hold the Phone on the IRS E-file Outrage Machine

By | May 7th, 2014|Categories: Potpourri of Tax Topics|Tags: , |

UPDATE 5/21/14: I was wrong. Don't hold the phone on being outraged. We all should be outraged. See my updated blog post here. ----- Earlier this week, the tax pro community -- myself included -- were outraged at apparent new IRS requirements for tax pros who e-file. Read Russ Fox's posts here and here for further [...]

Comments Off on Hold the Phone on the IRS E-file Outrage Machine

Is it Okay for Clients to Text a Professional Service Provider?

By | April 24th, 2014|Categories: Editorial Commentary|Tags: |

In my writeup about tax season, I wrote, not particularly tongue-in-cheek, about the annoyances of getting incessant text messages from clients. Dawn Mentzer at the Insatiable Solopreneur website picked up on this part of my post and did her own blog post, titled "3 Ways Texting with Clients Can Hurt Your Business." Dawn's post covers all [...]

Comments Off on Is it Okay for Clients to Text a Professional Service Provider?