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It’s not the CRM, it’s you — How to make tech work for you

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Scene: You already have tried multiple pieces of software to solve a problem and each time you’re sold a bill of goods that does...

Child Tax Credit woes continue

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Not all that surprising to tax professionals, the IRS finally has announced it has sent incorrect notices to many married filing joint couples who...

Why your practice can benefit from more structure

CPA firms typically have been organizations with well-defined structure. As COVID drastically changed working environments, more remote work and flexible schedules started shifting how...