Is It Time To Transition
Your Tax Practice?

Explore resources from TaxAct Professional and others curated from outside sources to help you in this time of transition.

Sales and Marketing (1)

Sales and Marketing
Book Recommendations

Matt Davis, part of the TaxAct Professional Marketing team shares a few books you may want to consider to take your sales and marketing to the next level.

Practice Management (5)

Set Up a System to Manage Busy Season Risks During the Pandemic

Wilhelm Dingler, JD offers some thoughts to help you remain focused on providing outstanding client service while continuing to maintain proper risk management techniques and processes.

Time for a New Firm Vision

Dan Hood with Accounting Today talks about firms' core purpose, mission, and vision aligning with the changing times we are all faced with today…a pandemic.

Succession Planning for Small Accounting Firms

Joel Sinkin and Terrence Putney, CPA talk about succession planning and when is the right time to start the process.

Maximize Proceeds in Account Firm Sales

Harry Olson, CPA talks about common misconceptions that can cost CPA’s dearly when they sell a public practice and how to avoid these costly notions.

The Key to Successful Succession Planning for Family Businesses

Will Tabor and James Vardaman talks about how the succession process is one of the biggest challenges facing family firms, as most fail to remain a family business past the second generation.

Leadership (4)

How To Do Conflict Well!

Listen as John Bower explains how to deal with conflict in a way that benefits you and the other party involved. As John points out, emotions buried alive never die. This is a powerful video that will help guide your interactions with your clients.

Why Good Leaders
Make You Feel Safe

Simon Sinek, a Management Theorist, talks about how good leaders make their team feel safe.

Leading in Times of Disruption Part 1

Andy Stanley talks about uncertainty and disruption are why the world needs leaders. This podcast episode discusses how to lead in uncertain times.

Leading in Times of Disruption Part 2

In times of disruption, your voice is more important than your words, your presence is more important than your presentation, and clarity is the next best thing to certainty.