Month: August 2018

We believe that your CPA firm, those professionals who review your accounting data and evaluate your processes should be tapped as your business coaching and strategic planning partners. When we work with our clients, our goal is to help create a plan that will achieve those goals while utilizing their existing staff. We start our journey with the intent of creating a business road map and write across our whiteboard:…  Read more

We start most of our office strategy sessions with “start with the end in mind” scrawled across our whiteboard. We have heard repeatedly from our MD’s that their primary goal is the health and well-being of their patients; they want to deliver great patient care.  I submit that this can best be achieved when the entire office has that goal, understands their role and contributes to the patient experience. We…  Read more

The form 1040 is the form most taxpayers use to file their annual tax returns.  In addition to supplying basic information about the taxpayer and his/her family, it acts as an overview or listing of various types of income, deductions, and exemptions.  It also acts as an index to other necessary schedules which support the items on each line. Of course we CPA’s, other tax professionals and the general public…  Read more