{"id":57506,"date":"2024-12-11T08:00:00","date_gmt":"2024-12-11T14:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=57506"},"modified":"2024-12-03T09:46:40","modified_gmt":"2024-12-03T15:46:40","slug":"on-the-books-podcast-merry-books-to-tax-season","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/on-the-books-podcast-merry-books-to-tax-season\/","title":{"rendered":"On the Books podcast: Merry books-to-tax season"},"content":{"rendered":"
\n
\"\"<\/a><\/figure>\n<\/div>\n\n\n

\u2018Tis the season for clean books ready for compliance! Access the new On the Books podcast on books-to-tax<\/a>.<\/p>\n\n\n\n

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<\/a> to give their clients a more cohesive approach to accounting and tax advisory<\/a>, and filing.\u00a0<\/p>\n\n\n\n

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<\/a> to provide a better client experience during this season of handing clean books over for tax preparation<\/a>. As busy season approaches, Paul and Amy offer encouragement for all accountants.<\/p>\n\n\n\n

\u201cI am on a mission to change public accounting,\u201d said Amy. \u201cCAS was the first step toward it. CAS was the first service public accounting could offer that did not require a busy season. Maybe it\u2019s a little extra work in January, but you could still get ahead a lot of that. We\u2019re going to do it for tax, too.\u201d<\/p>\n\n\n\n

For more information:<\/p>\n\n\n\n

In the Know Episode: Intuit ProConnect Books to Tax Adjustments<\/a><\/p>\n\n\n\n

Maximizing efficiency with QuickBooks Online Accountant Prep for Taxes feature<\/a><\/p>\n\n\n\n

Join the Accountant Affiliate Program: Streamline tax season<\/a><\/p>\n\n\n\n

Intuit\u00ae ProConnect\u2122 Tax<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In this episode of On the Books, Paul Glantz and Amy Walker discuss the challenges of CAS and tax practices working together, and how their firm was formed to address those challenges.<\/p>\n","protected":false},"author":144649122,"featured_media":57514,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[508421111,13179,646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[646041926],"class_list":["post-57506","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-proconnect-tax-online","tag-quickbooks","tag-tax-advisory"],"header_image":"","yoast_head":"\nOn the Books podcast: Merry books-to-tax season - 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