This Checklist Report drills into some of the emerging data platforms that modern data-driven organizations are embracing. The goal is to accelerate users’ understanding of new data platforms so they ...

Periodically auditing the way your business runs can help you identify problems and ensure established procedures are followed. An audit -- which can be conducted by internal staff members or an ...

My updated Word file of checklists is now available. There are 190 tax season, practice management and personal tips checklists on 328 pages in a usable searchable Word format. I added 12 checklists ...

My 2023 updated Word file of checklists is now available. There are 145 tax, practice management and personal tip checklists and a Getting Your Affairs in Order Tool Kit with 25 added checklists. They ...