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A Q4 Technology Checklist for St. Louis Accounting Firms Before Tax Season

by JR Bareis | Sep 8, 2026 | STL Accounting CPA

There is something impressive about how well families handle the back to school season. Backpacks are ready, bedtimes are adjusted, and the route to school is planned. Somehow, in the middle of everything else happening in August, families manage to pull it together...

The 15 Minute Business Continuity Meeting Every St. Louis Accounting Firm Needs Before Tax Season

by JR Bareis | Sep 1, 2026 | STL Accounting CPA

If an unexpected disruption hit your accounting firm tomorrow, would your team know what to do first?Most CPA practices, bookkeepers, payroll providers and financial service organizations assume the answer is yes. The gaps usually show up when people are trying to...

The AI Mistake St. Louis Accounting Firms Are About to Make

by JR Bareis | Aug 25, 2026 | STL Accounting CPA

The California Gold Rush of 1848 promised opportunity.Hundreds of thousands of people headed west hoping to strike it rich. Some found gold. Most spent months chasing a dream that never paid off.The people who built lasting businesses were not always the ones...

Why St. Louis Accounting Firms Need an Emergency Plan Before Tax Season Trouble Hits

by JR Bareis | Aug 18, 2026 | STL Accounting CPA

If your tax software goes down in the middle of March, the last thing your team wants to hear is: Give me a minute, we have never handled this before.Tax season feels manageable when the systems, people, and process are ready for pressure. The firms that get through...

4 Backup Assumptions That Can Cost St. Louis Accounting Firms

by JR Bareis | Aug 11, 2026 | STL Accounting CPA

Most accounting firms have a plan for the normal stuff. Tax deadlines. Client meetings. Payroll runs. Financial statements. Bookkeeping cleanups. Staff capacity during tax season. But trouble usually shows up in the form of something you thought was already handled. A...

The Backup Recovery Drill Every St. Louis Accounting Firm Should Run Before Tax Season

by JR Bareis | Aug 4, 2026 | STL Accounting CPA

When a fire alarm goes off at a school, nobody stands around trying to invent a plan.Students line up. Teachers lead them out. Everyone knows where to go because they have practiced it before.Your backup and recovery plan should work the same way.That is especially...
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