Workflow tools

On the Books podcast: Merry books-to-tax season

Written by Amanda Thompson
Modified Dec 3, 2024
1 min read

‘Tis the season for clean books ready for compliance! Access the new On the Books podcast on books-to-tax.

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 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 for tax preparation. As busy season approaches, Paul and Amy offer encouragement for all accountants.

“I am on a mission to change public accounting,” said Amy. “CAS was the first step toward it. CAS was the first service public accounting could offer that did not require a busy season. Maybe it’s a little extra work in January, but you could still get ahead a lot of that. We’re going to do it for tax, too.”

For more information:

In the Know Episode: Intuit ProConnect Books to Tax Adjustments

Maximizing efficiency with QuickBooks Online Accountant Prep for Taxes feature

Join the Accountant Affiliate Program: Streamline tax season

Intuit® ProConnect™ Tax

Amanda Thompson works on the Intuit Accountant team, developing content relevant to the accounting industry. Prior to joining Intuit, Amanda worked in marketing at a Top-40 accounting firm where she developed and amplified the firm’s digital presence and thought leadership content. She has also created content for national brands, code schools, and nonprofits. More from Amanda Thompson

Comments are closed.