Learn how you can streamline your busy season with Tallyfor

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Tallyfor is a cloud-based application built to streamline and automate your book to tax adjustments, coding, and data entry, making tax season a little...

New Whitepaper: How to Leverage Your Firm’s Tax Expertise into Year-Round Revenue Opportunities

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If tax season is the major source of your firm’s revenue, it may lead to seasonal stress, cash flow issues, and an ongoing need...

What is Ransomware?

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Last time we talked about whether using tax software ensures meeting security and compliance needs. Here's another great question that I get asked by accountants: We've...

2022 Technology Roadmap Workshop

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Presented by Daniel Moshe | 1 CPE Credit It can be overwhelming for a CPA firm to identify and prioritize the technology they need all...

How Capacity Planning Can Help Take Some of the Suck out of Tax Season

Ok. Stop. Take a breath. You did it. 2 straight years of tax season. None of us signed up for this, but when our...

Avoid these 5 phrases that make you sound passive aggressive—here’s how successful people communicate

Editor's Note: I recently stumbled across this article written by Erica Dhawan from CNBC and I thought I'd share with our readers. I think...

[CPE Webinar] Big Issues in 2021 – Identifying Risk is the First Step to...

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September 29 at 1:00 p.m. ET | Presented by Peter J. Larkin and Cynthia Butera | 1.0 CPE Credit The economic landscape for 2021 has...

Key Strategies to Help Your Firm Succeed in Today’s Evolving Accounting Profession

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Regulatory changes, emerging trends, and new technologies. Alone, each of these developments would be enough to create a rapid evolution in the accounting profession....

Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services

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Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...

What’s the Most Vulnerable Part of Your Firm?

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What is the most important part of your business? You may have (not) guessed it... Your laptop... If someone steals your laptop, they can easily sell it...

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Plan Ahead to Prepare Your Firm for New Developments and to Meet Emerging Challenges...

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There is a confluence of regulatory changes, emerging trends, and an evolving technology landscape that is reshaping the accounting profession. With so many developments...

Cybersecurity & Compliance: Is Antivirus Enough?

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A question that comes up a lot is, "I have antivirus on my computer. Isn't that enough for whatever I (or anyone else) should...

Why Monitoring These 3 Trends in Regulatory Changes is Essential for Accounting Professionals

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Every day, accounting professionals are faced with a growing burden of regulatory and compliance requirements, with more looming ahead in 2022 and beyond. While...