San Jose, CA – November 02, 2015 – Steven M. Ellard, CPA was named a top 20 Firm of the Future as part of Intuit Inc.’s (Nasdaq: INTU) nationwide search for accounting firms that use forward-thinking technologies to ensure their long-term success and reshape the way they meet the needs of their small business clients.
The search for the Firm of the Future contest received an overwhelming number of entries, showcasing the depth and progress of future-ready firms across the United States.
“We’re excited to recognize Steven M. Ellard, CPA as one of the top 20 Firms of the Future in the United States,” said Jim McGinnis, vice president, Intuit Small Business Group, Accountant Segment. “Steven M. Ellard,CPA inspired us with their use of technology, the cloud and future-ready processes that improve practice management and position them as a trusted advisor to clients and prospects.”
A panel of qualified judges, including Jim McGinnis, Darren Root and Intuit Accountant Segment senior leaders, selected the top 20 Firms of the Future who best embody the attributes of Firms of the Future.
“We are honored to be one of the firm’s recognized by Intuit as a Firm of the Future,” said owner, Steve Ellard. “Taking advantage of online technologies has helped us evolve as a firm and presented new ways for us to meet the needs of our clients. We are humbled to have made the list alongside so many progressive, next-generation firms.”
What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work hard for their clients. The only difference is that instead of cranking out tax returns, they help clients work through other aspects of their financial health—including issues revealed during the yearly tax return process.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you:
Most professions have their own lingo, and accounting is no different. What is different is that you have a vested interest in understanding what your accountant tells you about your financial situation. So, here’s a quick primer on common accounting terms—some business-related, some general—to keep you in the know: