Busy Season Planning
The Who, What, When, Where, Why, and How for Delivering More Client Services and Making More Money
27 Ways to Make More Money, Service Clients Better, and Have More Fun
The No-Hassle Super-Simplified Seven-Step Tax Return Review System.
Guidance, tips, strategies, tactics, real-life stories, and research data for recruiting, training and retaining the best talent.
The Checklist Manual for Building a Wealth-Driven Tax Representation Firm
By Jassen Bowman, EA
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)
The A-to-Z Program with Checklists, Samples, Step-by-Step Procedures, and Case Studies
By Sandi Leyva
The field-tested and proven time-saving technique for rapid staff development at tax and accounting firms