Busy Season Planning
The Checklist Manual for Building a Wealth-Driven Tax Representation Firm
By Jassen Bowman, EA
The A-to-Z Program with Checklists, Samples, Step-by-Step Procedures, and Case Studies
By Sandi Leyva
The No-Hassle Super-Simplified Seven-Step Tax Return Review System.
66 essential tools, tips & techniques.
By Edward Mendlowitz, CPA, ABV, PFS
– Buy the PDF eBook and get the customizable Word document at no additional charge (FREE!) (Link included in PDF)
27 Ways to Make More Money, Service Clients Better, and Have More Fun
The field-tested and proven time-saving technique for rapid staff development at tax and accounting firms
Guidance, tips, strategies, tactics, real-life stories, and research data for recruiting, training and retaining the best talent.
The Who, What, When, Where, Why, and How for Delivering More Client Services and Making More Money