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    RE: Tax Admin

    Hi Sarah, Our admin team is trained and used in all administration aspects of the firm. Some have different responsibilities but usually divided up per partner. They can all step in for each other when / if needed. Let me know if our full admin ...

  • I think it's hard to micro-monitor admin time....a lot of it is going to be non-chargeable (due date monitoring, mailings, billings, scanning, client contact, etc.) We are pretty much on the honor system. Training – definitely to the client and the partner ...

  • Hi All, We would like to create a more formal time entry policy and provide guidelines on time entry responsibilities. Does anyone have a policy that they would be willing to share? Some of the items we would like to address in our policy: Level ...

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    RE: Tax Admin

    We are similar - not cross trained on everything but working that way ------------------------------ Tricia Duncan Jones & Roth Eugene OR (541) 687-2320 ------------------------------

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    RE: Tax Admin

    Sarah, Our admin are crossed trained to do both tax and audit tasks for our team. I have attached a job description for you. ------------------------------ Jennifer Kircher Gelman LLP, CPAs & Business Advisors Irvine CA (714) 667-2600 ---------- ...

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  • Post Tax Season Survey, Open Until May 8

    Now that tax season is wrapped up, we would like to hear from you about how you thought this busy season went! The survey will take just 5 minutes of your time and your input will be reported in aggregate with other firms nationwide and summarized for our session at AICPA ENGAGE as well as a blog for members.

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