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Displaying: November 2018

Top 7 Things Tax Preparers Can Be Thankful for This Year

I can’t help but notice that when I stop and appreciate all the things that go right in my life, all the struggles and things that go wrong suddenly don’t seem so bad anymore by comparison. Focusing on what you’re grateful for is a great way to keep perspective on what’s important in your life. […]

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Press release: Surgent CPA Review’s ReadySCORE™ provides first measure of CPA Exam readiness

ReadySCORE™, combined with Surgent CPA Review’s adaptive learning-based course, has been shown to boost student CPA Exam readiness by 97%, leading to higher CPA Exam pass rates. Surgent CPA Review is proud to announce the availability of ReadySCORE™ within its CPA Exam preparation course. Powered by Predictive AI Technology, Surgent’s proprietary adaptive learning platform, ReadySCORE […]

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Video: What every CPA candidate should Know about FAR section of CPA Exam

Surgent CPA Review co-founder Liz Kolar recently shared an overview on what every candidate should know about the FAR section of the CPA Exam. Here’s what she had to say: Governmental accounting One of the areas in FAR that we hear students have trouble with is Governmental Accounting. Many students haven’t seen it on the […]

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5 Ways to Get in On Small Business Saturday as a Tax Business

Small Business Saturday is right around the corner! While this special holiday is geared towards holiday shopping and supporting retail businesses, it’s also about celebrating the small, local business in your community. And, if you are a local tax firm, that means you too! Don’t write the holiday off as not for you – take […]

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Guide to Start and Grow Your Successful Tax Business – eBook download

n Please note: The Guide to Start and Grow Your Successful Tax Business is a guidebook – not a course or webinar. This product is non-refundable. n n Topics Include: n n n n Learning Tax Preparation & Obtaining Credentials n Developing a Business Plan n Risk Management n Getting Started as a Tax Business […]

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Guide to Start and Grow Your Successful Tax Business PDF download

n Please note: The Guide to Start and Grow Your Successful Tax Business is a guidebook – not a course or webinar. This product is non-refundable. n n Topics Include: n n n n Learning Tax Preparation & Obtaining Credentials n Developing a Business Plan n Risk Management n Getting Started as a Tax Business […]

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Video: Quick tips on CPA Exam ratios

Surgent CPA Review co-founder, Liz Kolar recently shared her quick tips on how to memorize key CPA Exam ratios. Here’s what she had to say: Return on ratio The first CPA Exam ratio candidates should become familiar with is the “return on” ratio. The phrase “return on” means “net income divided by.” The formula for […]

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It’s OK to Say No: How and When to Fire Problem Clients (Nicely)

Sometimes someone special walks through your door – someone so special that they make you want to scream in frustration. I’m talking about the problem client – also called the toxic client. We’re talking about that person who does nothing but cause you problems and agony. The ones who make you question why you went […]

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Everything CPA candidates need to know about 2019 REG changes

In 2019, the biggest changes candidates will see on the CPA Exam will be on the Regulation (REG) section. Keep reading to learn more about where these REG changes came from, when the new tax law will be tested, what we recommend to candidates, and a list of exactly what those changes entail. Tax Cuts […]

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