Tax & Accounting Blog

It’s every firm owner’s dream: Find the right staff to complete low-priority work, so you can focus on more value-added services like marketing, consulting, networking and engaging new clients. Unfortunately it’s a dream that rarely materializes, and come January most owners are dragged into the trenches alongside their staff. But if you approach hiring with … Read More

If your accounting firm maintains a website and sends email blasts to clients from time to time, you may think you’re on top of your game when it comes to digital marketing. However, the truth is most firms are missing out on major opportunities to target and attract clients using tools that are right at … Read More

It seems that “millennials” are all over the headlines these days. A search of The New York Times website shows 43 articles that have mentioned millennials in the past 30 days, more than one story a day. (By comparison, “baby boomers” showed up 13 times and “Generation X,” just six.) Most of these pieces focus … Read More

If you’ve eaten a delicious handful of almonds lately, you can thank California’s Central Valley. The area produces 100 percent of the U.S. almond supply and 82 percent of the world supply. It’s also home to Grimbleby Coleman CPAs, a full-service tax and accounting firm based in Modesto, California, which counts among its clients many … Read More

Find out if you’re primed to accelerate your business with the help of client portals Portals may sound space age, but they’ve been around for years. In fact, you—and your clients—probably use them every day. View banking records, credit card statements or utility bills online, and you’re using a portal. Why should tax documents be … Read More

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