Merry Books-to-Tax Season!

 ‘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 both 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 to for tax preparation. And Paul and Amy offer encouragement for all accountants as busy season approaches.“I am on a mission to change public accounting. CAS was the first the first step towards it. CAS was the first service public accounting could offer that doesn’t require a busy season. Maybe a little extra work in January but you could still head a lot of that off. We’re going to do it for tax too,” Amy Walker.
For full show notes, check out Firm of the Future, https://www.firmofthefuture.com/podcast/on-the-books/