Everything a Small Firm Needs

At Wolters Kluwer, we are committed to helping small firms with the tools, resources and insights they need to achieve their goals. The future has never been brighter for small firms, and forward-thinking accountants are finding exciting and innovative ways to capitalize. Your journey starts here, and we are thrilled to be a part of it. 

The Definitive Guide to Starting Your Accounting Firm
The Definitive Guide to Starting Your Accounting Firm

Have you been considering breaking out to start your own firm, but the prospect of creating a new business feels... overwhelming? 

In this guide, we’ll go through what you should be thinking about as you consider starting an accounting firm from scratch, from legal requirements to marketing to hiring and everything in between.

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Starting a Small Firm with Howell Strazcek
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Small Firm Spotlight: Howell Straczek
"Play to your strengths. Find those areas where you're strong and have experience, and then build out from there." - John Howell, Howell Straczek
Resources for Smaller Firms
Build Your Small Firm Tech Stack
White Paper: Building Your Small Firm's Ideal Tech Stack

How do small firms set themselves up for long-term success? It starts with aligning your resources — your people, processes, and technology — with your growth goals.


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Deep Dive Into the Strategic Goals of Today's Accounting Firms
White Paper: Deep Dive Into the Strategic Goals of Today's Accounting Firms
There are many paths to growing your firm, but regardless of the path you choose, growth comes the demand for greater work capacity. In this white paper, we will help you understand your growth path and the steps needed to prepare. 
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Tech for the Lifecycle of a Growing Firm
White Paper: Technology for the Lifecycle of a Growing Firm
In this white paper, our partners from Boomer Consulting walk you through seven things you should consider when choosing new technology to meet your goals at different stages of your firm's lifecycle. 
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Focus on efficiency: Doing more in your small firm
New Employee Training
How to take the pain out of switching tax software
Switching software can seem intimidating, but the outcome is worth the effort when it means saving time in the long run. Find out how our implementation team helps firms navigate through the process. 
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Building Your Small Firm Tech Stack White Paper
Be more competitive by adopting a larger firm mindset
Not all small firms are looking to become larger, but with a larger firm mindset, many smaller firms can achieve a level of productivity and profitability that was formerly out of reach.
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Emerging Trends in Workflow Technology
Pick a practice management system that helps meet your strategic goals
Tracking time to use for client billing and estimating projects is essential. However, if that’s all your practice management system can do, you’re missing a big piece of the puzzle. 
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Use SMART goals to help your practice achieve success
Each public accounting firm and tax practice has a unique definition of success. Before you set strategic goals for your firm, its important to identify what success means for you. The SMART framework is a powerful tool to improve your odds of succeeding. 
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Focus on growth: Achieving your goals

Six-insights-for-growth
Growth strategies for building a high-volume tax firm
Fast-paced, high-volume firms need a scalable technology infrastructure and a multi-year plan to succeed. By following these tips, firms can achieve volume-based growth that is sustainable as well as profitable.
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Deliver successful client service by working smarter.
Growth strategies for building a premium tax firm
High-growth, high-touch firms need the right software to provide the premium client experience that defines boutique firms. By focusing on quality and expertise, these firms can meet their growth goals without sacrificing service. 
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How to Ensure Effective Communication with Different Personality Types
Leverage technology to remove growth restrictions
If your firm’s growth strategy is focused on freeing up time to take on higher-value advisory services, take a good look at where you’re focusing the majority of your time and resources—and the role your tech stack plays. 
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Simplified Tax Accounting Rules for Small Business

Keep customers happy with tools that foster collaboration

Higher profits, more clients, more services. If these sound like your firm’s growth goals, never forget that achieving them will always come back to one important task: Keeping your clients happy.  
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Find the Right Tools for Your Firm
Our Solutions Consultants are ready to help you find the tools to meet your firm's unique needs.
Contact a Solutions Consultant Today
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Tax software for smaller firms

The best-in-class software you need. Support you can rely on. A price you can afford.
As a smaller firm, you may feel like you need to choose between price and performance. Don’t settle for just one. Whether you're looking to accelerate your growth in the cloud or stay grounded with powerful on-premise software, you'll find our new package options provide industry-leading features at a budget-friendly price. Plus, professional training and support are included to ensure you are primed for years of success.
See the Software Options for Smaller Firms

Wolters Kluwer Solutions for Small Firms

More Small Firm Packages

Talk to a Solutions Consultant

Find out how Wolters Kluwer solutions can help your small firm.

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