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April 2019 Article Archives

ConvergenceCoaching Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame

Published on April 29, 2019

Allan D. Koltin, CEO of Koltin Consulting Group and prior inductee into the CPA Practice Advisor’s Accounting Hall of Fame commented, “I can’t think of anyone more deserving for this honor than Jennifer Wilson. She is a visionary and thought leader that has impacted so many firms and leaders with her knowledge, creativity, and drive for excellence. She isn’t afraid to be the minority opinion in the room and stand up for what she believes is the right thing to do. Her uncompromising values and passion to help others are truly remarkable”.

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Tax Season Debrief Considerations

Published on April 22, 2019 by Roman H. Kepczyk, CPA.CITP, PAFM, Right Networks

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax deadline while the experience is still fresh in your personnel’s minds.  This will also allow adequate time to evaluate new processes and applications before the next busy season swings into gear.  Below we suggest a number of considerations to help you get the most out of this year’s tax season debrief:

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