I’ve completed Chapter 1 and am hoping to get Chapter 2 done today in the Advanced II Tax Course. So far I feel that this new course has done a good job of thoroughly covering complex topics. I ran into several minor problems in the layout and in some of the questions in the Learning […]
Displaying: April 2014
Why Customer Surveys are Important
It’s time to reflect on tax season. How did you do? What were your sales? Did you increase or decrease over last year? You know the drill. You can determine your success or lack there of by looking at sales, number of new clients, number of referrals, or marketing metrics but how do you judge […]
Back to Work
I recently received the Advanced II Tax Course and have jumped right into it. This time I would really like to complete two chapters or more per week which means that I should be done and moving on to the small business courses in about 5 weeks. I have just two courses left after my […]
Communicating with Clients After Tax Season
Anyone in the industry knows that while most of the pressure is off after April 15th, the tax season is not really over. There are still extensions, amended returns, and clients who just plain missed the April 15th deadline. While you may think communication with clients should come to a halt (mostly), in reality the […]
Goals for the Next Course
I think it’s safe to start figuring out what I would like to do in the next course, Advanced II Tax Course, and I think that my primary goal for the next course is to stick to two chapters a week. With my current schedule, that feels a bit ambitious but due to the nice […]
Last Final Tomorrow
I have my last final to turn in tomorrow and I will be done with the Advanced I Tax Course. I have learned quite a bit in this course and am looking forward to the next one. The end/beginning of the year can be quite busy at work so I did not complete this course […]
Addressing Tax Service Problems
As a business owner for more than 30 years, I am a very proactive person. Unexpected problems, expenses and so forth will always happen but will be much easier to deal with if you have procedures in place. A thorough policies and procedures manual will have written procedures for prevention and problem resolution. Here are […]
Overall Review: Advanced Level 1
Now that I have completed all of the chapters for the Advanced Level I Tax Course, I feel like I can really share my overall opinion on the course as a whole. While I did not have any major problems with this course, I did not feel that it was quite as tight as the […]
Prompt Replies to a Couple of Issues
As I completed Chapters 9 and 10 I ran into a couple of issues that slowed me down a bit. Chapter 9 had an example problem that was done differently than in the test solutions. A quick e-mail out to an instructor to let them know about this was replied to quickly as usual and […]
Why Your Business Needs Guiding Principles
A huge part of starting a business – no matter what industry – is creating a mission statement that will guide all aspects of how you will conduct business. Your mission statement should be succinct, simple and easy to understand. Your mission statement is not enough though. You need a set of standards you […]