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Evaluate This Past Busy Season
Evaluate This Past Busy Season

Accountants and CPAs who take the time now to evaluate their communications, staff, procedures, and use of technology will likely find ways to improve their efficiency and profit and ultimately have a much easier tax season next year. Continue Reading

Date posted08/12/2026


FreshBooks Accounting Software Demonstration
FreshBooks Accounting Software Demonstration

Live demo of FreshBooks, a cloud-based accounting and invoicing software designed for freelancers, solopreneurs, and small service-based businesses. Continue Reading

Date posted08/11/2026


Clients Who Only Show Up at Tax Time
Clients Who Only Show Up at Tax Time

How can accountants strengthen relationships and improve communication with their clients so they stay in touch year-round rather than just at tax time, thereby improving customer loyalty and the efficiency of tax preparation? Continue Reading

Date posted08/3/2026


Thank You Members! Here are our 2026 Patrons of Advocacy
Thank You Members! Here are our 2026 Patrons of Advocacy

The Pennsylvania Society of Tax and Accounting Professionals extend its heartfelt thanks to every donor whose generosity directly impacts our advocacy work - we are deeply grateful for your partnership. Moses J.G. AbrahamLisa AcriThomas J. AgzigianJoseph M. AluBrian G. AmermanWilliam A.... Continue Reading

Date posted07/29/2026


Structuring Your Week as a CPA or Accountant
Structuring Your Week as a CPA or Accountant

With proper time management, accountants can become less busy, freeing up time to grow their firm and to maintain the personal time we all need to remain healthy and happy. Continue Reading

Date posted06/25/2026


Preparing for Business Expansion: Plan for Success
Preparing for Business Expansion: Plan for Success

The most successful firms are those that are proactive and innovative in their business approach. Preparing ahead will create the environment for success. Continue Reading

Date posted06/9/2026


Managing Scope Creep in Your Accounting Practice
Managing Scope Creep in Your Accounting Practice

Managing scope creep in your accounting practice can help you both manage your existing business and grow your practice by identifying expansion opportunities. Continue Reading

Date posted05/21/2026


Improving Client Experience in Your Firm
Improving Client Experience in Your Firm

Pennsylvania accountants can help keep their clients happy both by offering a personal touch and by using technology to streamline processes. Continue Reading

Date posted05/4/2026


Creating a Long-Term Vision for Your Accounting Practice
Creating a Long-Term Vision for Your Accounting Practice

Defining your long-term vision for your accounting firm and developing business strategies to reach that vision will benefit you, your employees, and your clients as you strengthen your business and grow with intention and direction. Continue Reading

Date posted04/23/2026


Record-Keeping Best Practices for PA Business Owners
Record-Keeping Best Practices for PA Business Owners

As an accountant or CPA in Pennsylvania, you can guide your business clients in maintaining critical records for decision-making, profitability, and tax purposes, and advise them on the safe and secure storage and disposal of their records. Continue Reading

Date posted04/9/2026


Helping Your Clients Prepare for Big Opportunities
Helping Your Clients Prepare for Big Opportunities

Pennsylvania accountants and CPAs can help small businesses identify and bid on contracts, answer RFPs, or jump into government contracts as a subprime or a minority-certified business. Continue Reading

Date posted04/2/2026


Common Small Business Mistakes That Accountants Can Help With
Common Small Business Mistakes That Accountants Can Help With

Small businesses need the help of an expert accountant or CPA to prevent serious mistakes that could affect their success or survival and potentially get them in trouble with the IRS and state and local tax departments. Continue Reading

Date posted03/31/2026