Sun.Dec 10, 2023

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Build the ultimate app stack to help skyrocket your practice growth

Xero

In today’s accounting and bookkeeping practices, you can find yourself juggling client communications, compliance and acting increasingly in advisory roles – all while still managing your ever-growing daily management tasks. It’s understandable that you may often find yourself spending more time on the admin side of your practice than growing it. So how can you streamline time spent on admin, workflows and processes?

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Have You Found that New Report Yet?

Insightful Accountant

Murph takes you through the steps to build one of the new reports in QuickBooks Enterprise v24 that wasn't available upon initial release that showed up in R3.

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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

By Al-Nesha Jones, CPA, MBA. ‘Tis the season! While chestnuts crackle and we gear up for the annual tax preparation season, it becomes clear that the winter holidays bring more than just festivities and time off; they also mark the beginning of the tax preparation party. But before we put away the leftovers and really shift into holiday mode, let’s explore the nuanced seasons of taxation.