Eric A. Bonney, CPA

CPA, Managing Shareholder at Harvest Tax & Accounting Services

[Eric A. Bonney, CPA @EABonneyCPA]

Hi Mike have you sold? How much is payroll related and how well would it transition to a virtual firm? I am always looking to expand but it would highly depend on culture of the team and clients and the book of business makeup.
@FortWayneCPA

[Eric A. Bonney, CPA @EABonneyCPA]

@RobergTax And this right here is why we just don't do payroll at all ever for our Partners. It's always rough when we tell them know but in the end it just is a better experience overall if we stay out of it. 😁

[Eric A. Bonney, CPA @EABonneyCPA]

Check out our new weekly podcast, the first episode is out in all major listings! Everyone has 8 minutes to spare for this much needed information on the Corporate Transparency Act!
#TaxTwitter #smallbusinessowner #SmallBusiness #smallbusinesstips

https://t.co/XDWQqrNuBt

[Eric A. Bonney, CPA @EABonneyCPA]

@TheTaxlRose So we give every single referral partner a thank you gift for each referral we land. This way I don't feel bad about doing what we do on all our other clients when fee adjustment happens

[Eric A. Bonney, CPA @EABonneyCPA]

@suzieemac @adammarkowitzEA Good news for us is our CRM can combine all those to a pdf at least. Imagine how long it took them. 🤷‍♂️

[Eric A. Bonney, CPA @EABonneyCPA]

#TaxTwitter ok friends! I know there has to be at least a few here that are using Canopy Tax as your CRM. We made the switch back in the summer and I am struggling grasping the Task Templates and due dates. So I was wondering if anyone might have tips or even willing to do a Zoom

[Eric A. Bonney, CPA @EABonneyCPA]

@LoganGrafTax @vimalcpa $800 for us, that is a simple 1040 with one state return only. That said we don't do stand alone individual work nor do we want it. We look for business and business owners only.

[Eric A. Bonney, CPA @EABonneyCPA]

Beyond excited to be welcoming Brian to our Team! Our future never looked brighter!

https://t.co/z81c4ynWfJ
#team #growing

[Eric A. Bonney, CPA @EABonneyCPA]

@RonnieCPA @BrandonHarbeke One day last week I was on hold for 2+ hours. Started talking to someone, she said let me put you on a brief 5-7min hold to review the notes and I will be right back. Immediately got hung up on. I yelled so loud I believe my client 30min away heard me.

[Eric A. Bonney, CPA @EABonneyCPA]

Ok the #IRS Practitioner Priority Hotline should be renamed to "We are sorry but due to extremely high call volume, we are unable to answer your call at this time" Hotline. Sure hope the $80B they might get has some $$ spent on the call center! 3 days straight. #TaxTwitter

[Eric A. Bonney, CPA @EABonneyCPA]

@BrandonHarbeke Yup I tend to try 5 or 6 times in a row and sometimes I get lucky. It is just sad and beyond frustrating that this is supposed to be our priority line to actually help folks and get answers. I don't always have a 2hr window free to wait for them. 😃

[Eric A. Bonney, CPA @EABonneyCPA]

While he was sort of joking, I am proud that our clients understand the firm we have built and the lifestyle we offer our Team all while providing outstanding client service! It can be done, just takes effort and persistence.

[Eric A. Bonney, CPA @EABonneyCPA]

#TaxTwitter
Had a great interaction with a client this week. Client called and left a VM and it the VM says "pretty sure you are off again this weekend with feet up and drinking a Pina colada as you have a much better work life balance than I do."

[Eric A. Bonney, CPA @EABonneyCPA]

This is why I love this "group" 😃 I knew I could depend on you folks for help! Thanks everyone!

[Eric A. Bonney, CPA @EABonneyCPA]

#TaxTwitter ok friends need some help. I have a team member that has come to me and wants to get their EA and I am so excited to hear they want to do this. I want to help them succeed and offer to help with a course. Who out here has taken any and have recommendations?

[Eric A. Bonney, CPA @EABonneyCPA]

@LoganGrafTax Same we are changing our website currently and we are going to make it very clear what our minimum subscription fees are. All for the same reason, to limit the prospects that are price shopping.

[Eric A. Bonney, CPA @EABonneyCPA]

Who woke up and lost a day? Like today is Saturday right? #TaxTwitter

[Eric A. Bonney, CPA @EABonneyCPA]

@TomGartner @LoganGrafTax 😃😃well I will try. Currently working on my outline for the way we do it at Harvest Tax & Accounting. Still no promise on final blog entries. 😃

[Eric A. Bonney, CPA @EABonneyCPA]

@PaulasPicks @LoganGrafTax Thanks! It has been a work in progress and continues to be. All I know is that I can't do what I used to before and now I am in a position to change it. I was one of those work 80hrs now to have a life the rest of the yr people. No more.

[Eric A. Bonney, CPA @EABonneyCPA]

@taxchic_k Then you have an admin worth their weight in gold! A good and solid admin is such a vital role in a firm!