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Imagine a world where your firm isn’t overwhelmed during tax season; where most of your income isn’t squeezed out during those few months of the year; where there isn’t a…
Take a moment to think about your firm. Ask yourself how things are going. Is tax season overwhelming, but the rest of the year is slow-moving? Is your staff constantly…
In part one of this article, we walked you through the basics of marketing (starting with the four P’s), talked through analyzing your current marketing process using a SWOT analysis,…
Marketing is the heartbeat of an organization. It’s knowing what your ideal client needs and providing stellar products and services to gratify those needs. It tells a story to capture…
Going through an M&A deal? Use our merger and acquisition technology checklist and start organizing your joint strategy today.
Why a Modern CPA Firm Must Adopt Lean Processes The stormy year 2022, which heralded a hectic, busy tax season, caused many CPA firms to consider lean processes for their…
Bracing For The Tax Season 2022 Extension After facing the unparalleled trials of tax season 2022, the upcoming tax extension season may cause apprehension for your staff. Your team needs…
Websites are so much more than online brochures. Sure, accounting firms still offer a mission statement, a list of services, a roster of staff, and an overall description of who…
If you’ve ever thought: “Payroll isn’t for my firm”… at the time, you may very well have been right. The traditional payroll model that’s managed to linger over the years…
It’s not groundbreaking news that the accounting profession struggles with staffing challenges. Firms have found it difficult to find and retain the right talent due to the stereotypes of long…
This article shares the key differences between accountants and CPAs. By the end, you’ll understand the basics of what it takes to become a CPA or accountant in order to make an informed decision about which will work best for your business.
Every May and October, CPAs from across the United States gather in-person to review some of the biggest topics facing accounting and tax professionals. Get Director of Technology Strategy Roman Kepczyk’s key takeaways from the Fall session, here.