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...

The Pros of Paperless Document Management

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Document management is knowing what you have, where you have it, and how long you have to keep it. Document management is also a...

Get Ahead of Collecting New 2021 Client Tax Data

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Suffice it to say that the last three tax seasons might be the worst three in the history of forever. If not, all three...

Hiring and Retaining Staff: 2022 and Beyond

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It’s easy for me to sit on this side of the page and provide you with insights on how to hire and retain staff...

Does Your Tax Software Already Take Care of Your Security + Compliance?

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Last time we talked about the IRS requirements for a data security plan was during PTIN renewal. Here's a great question that I get...

CPE Webinar: Create your advisory service lines using KPIs

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September 29, 2021 at 12:00 p.m. Eastern Time | 1.0 CPE Credit Looking to clearly define your CAS business model, but aren’t sure where to...

Effective Client Communication Strategy

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Having effective client communication is the first step to offering advisory services. Developing the strategy to work smarter, not harder when it comes to...

How to Get Your Customers to Pay Their Invoices, Your Roadmap to Advisory Services...

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Collecting payments is a necessary part of doing business. Unfortunately for many companies, it remains a manual and error-prone process that actually accrues more...

Creating a 3-Part Post-Season Plan for Your Tax Firm

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“The goal is to turn data into information, and information into insight.” – Carly Fiorina, former executive, president and chair of Hewlett-Packard Co. Tax season...

Taking Your Firm Virtual 2021 to take place August 3-5

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The Taking Your Firm Virtual Summit is back for its second year! Taking place August 3-5, 2021, Nayo Carter-Gray is back with her virtual...

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[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...