Achieving Balance in an Imbalanced World – Understanding the Accounting Practice Management Lifecycle

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Accounting firms encounter consistent (and sometimes tumultuous) changes in today’s marketplace. These changes often require additional expertise to address new laws or regulations, improved...

5 Ways to Increase the Value of Your CPA Firm Using Technology

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Every CPA firm is different, which is why it’s impossible to give one simple answer to the common question — “How can I increase...

Sales tax for accountants and top reasons to automate

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Become familiar with best practices now to save time and money later! States have long sought ways to close budget gaps and increase revenues and...

How to Mitigate Risk By Improving Your Firm’s Security

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The security needs for a CPA firm continue to evolve and the stakes seem to raise every year. In this Insightful Accountant webinar on...

To Payroll or Not to Payroll

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Let’s start with the reason to offer payroll services as I always like to this positively. You can make money! Yeah, I know, modern...

How to have more time during tax season to focus on high value conversations...

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For the second year in a row, tax season has been brutal. With legislation changing mid-season and additional PPP loan opportunities requiring your attention,...

How to have a successful webinar part three; follow up

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You have strategically planned your topic and content, you had an awesome presentation, and now it’s time for follow up -- to see your...

Formations selects Xero as preferred accounting solution

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Xero, the global small business platform, today announced that Formations, a financial management solution for full-time self-employed workers and Xero platinum partner, has chosen...

Tax Planning Season Kickoff [May 21 Webinar]

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S P O N S O R E D Summer doesn’t have to be “slow.” In fact, this weekend is when tax planning season officially begins.  We...

How to have a successful webinar: Part 2, Presenting your webinar

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You have everything in order - your topic, your content, and your ultimate learning objectives for the attendees. You’re getting ready to put your...

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Mental Health Check: Lack of Motivation & Feeling Defeated

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We've all been there. We've all had a deadline or project hanging over our heads that we just couldn't get ourselves to get to....

Why an Expense Management System is Key to Expanding Your Firm’s Client Advisory Services

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Client advisory services (CAS), has been a buzzword in the accounting profession for years. In theory, the business strategy is simple: evolve your firm’s services...
Process

Chicken or the Egg: Does Process Dictate Technology or Technology Dictate Process?

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Finding the perfect technology solution needs to be finessed with compromises from the most effective process.