‘Tis the season for clean books ready for compliance!
Join us as we talk with Amy Walker and Paul Glantz. Amy is a client advisory services accountant. Paul spends his time on the tax side. They joined forces in 2021 to form Walker Glantz CPA to give their clients a more cohesive approach to accounting and tax advisory, and filing.
Paul and Amy discuss the challenges of CAS and tax practices working together, and how their firm was formed to address those challenges. The group also offers helpful advice on how to leverage technology to provide a better client experience during this season of handing clean books over for tax preparation. As busy season approaches, Paul and Amy offer encouragement for all accountants.
“I am on a mission to change public accounting,” said Amy. “CAS was the first step toward it. CAS was the first service public accounting could offer that did not require a busy season. Maybe it’s a little extra work in January, but you could still get ahead a lot of that. We’re going to do it for tax, too.”
For more information:
In the Know Episode: Intuit ProConnect Books to Tax Adjustments
Maximizing efficiency with QuickBooks Online Accountant Prep for Taxes feature
Join the Accountant Affiliate Program: Streamline tax season
