Tax & Accounting Blog

Behind the Scenes: Working Globally

Behind the Scenes: Working Globally

Meet Sally Paul, director of development services and project management. She joined Thomson Reuters in 1996 as a technical writer, after stints in social work and academic publishing. In her 20 years with the company, she has worked in technical communications and project management, and was named to her current position in 2015. Solutions: What … Read More

How to Bridge the Generation Gap with Millennial Clients

How to Bridge the Generation Gap with Millennial Clients

In a world shaped by rapidly advancing technology, economic challenges and overwhelming student debt, millennials confront unique challenges in developing financial proficiency—especially when it comes to filing taxes. It’s also increasingly common for millennials to earn income through nontraditional means (ranging from social media profits to various contract and freelance jobs), which can further complicate … Read More

Getting Everyone on Board

Getting Everyone on Board

Whether you’re replacing a staff member, bringing on seasonal help or expanding your practice, it’s important to make sure every new employee has all the necessary skills to succeed. Unfortunately, not every firm appreciates the value of a strategic onboarding plan or how critical it is to provide ongoing training to team members. “The vast … Read More

Behind the Scenes: Aligning Every Perspective

Behind the Scenes: Aligning Every Perspective

Meet Andy Smith, product manager of document management and workflow at Thomson Reuters. Andy, a CPA with two master’s degrees, joined the company in 2014 after working in public and corporate accounting at large firms and running his own small firm. Andy is based in our Dexter office. Solutions: As product manager of document management … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More