You might be a pro at filling out forms and filing taxes for even the most complicated returns. But that’s only part of your responsibilities as a tax business owner. You also need to figure out how to get clients through your door. Direct mail, print ads and networking will only get you so far. […]
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How to choose exam prep: 5 things to look for if you want to sit for the EA, CPA, CMA, CISA or CIA Exam
When you’re looking to take your career to the next level by becoming an Enrolled Agent (EA), Certified Management Accountant (CMA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CIA), or Certified Public Accountant (CPA); your exam prep can be the deciding factor in passing or failing. There are dozens of different companies offering exam […]
8 steps to simplify end-of-year financial reporting
Just when you start looking toward the new year, here it comes — the need to close the books on the old year. Coinciding with regular monthly and quarterly closes, it makes for a workload that nearly rivals tax season. Still, the task of validating and adjusting account balances is a responsibility that you hold […]
Are you prepared for this coming tax season?
As a tax business owner or tax preparer, there’s a lot you need to do to get ready for the new tax season. Perhaps the most important decision will be figuring out how and where you plan to work next year to accommodate the needs of your clients, any employees you might have and yourself. […]
Tips for conducting an effective tax client interview
A correct tax return might be the main reason your clients come to you, but they should expect much more. The service you provide should extend beyond the numbers and connect directly with the people you’re helping. It doesn’t matter if they’re a first-time client or you’ve worked with them for years — being professional, […]
Gain the CMA after the CPA to catapult your career
If you’ve earned the Certified Public Accountant (CPA) certification, then you know that the process of doing so is challenging and rewarding. With this license, you can enjoy the CPA benefits of higher income, more vocational opportunities, heightened job security and elevated industry esteem. You might consider yourself on the ultimate career path. But what […]
Maximize your Certified Management Accountant test prep
As a full-time accountant, studying for the CMA Exam needs to be as efficient as possible. Traditionally, exam candidates cram quick study sessions into their daily routine, hoping to learn as much material as possible. But what they don’t understand is how this method could be working against them. Instead of cramming material, try these […]
Surgent offers career guidance for accounting professionals
Accounting might not be for everyone, but everyone who enters the field will find a path suited to their talents. The field of accounting is rich with career choices, branching in different directions but all leading to the satisfaction of helping others make sense of their money. Which path is right for you? It depends […]
How to price your tax preparation services
Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax return can vary dramatically among different tax practitioners. Many tax preparers charge by […]