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3 Simple Ways to Collect Feedback From Your Clients

Ryan Lazanis

Level up your firm's customer experience with these three effective methods to gather and understand client feedback. The post 3 Simple Ways to Collect Feedback From Your Clients appeared first on Future Firm.

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How Firms Can Better Package Advisory Services

CPA Practice

We’re seeing a major shift in the industry from traditional accounting to a consulting role. Taking on an advisory role will not only improve your year-round cash flow but will also help you better serve your clients. In fact, 83% of clients want a tax professional who also offers advisory services.

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How Firms Can Better Package Advisory Services

CPA Practice

We’re seeing a major shift in the industry from traditional accounting to a consulting role. Taking on an advisory role will not only improve your year-round cash flow but will also help you better serve your clients. In fact, 83% of clients want a tax professional who also offers advisory services.

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Friday Footnotes: A Billion Dollar AI Audit Startup; Oops, All Independence Violations!; Bipartisan Tax Vote | 2.2.23

Going Concern

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Why don't executives take pay cuts to avoid layoffs?

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Accounting Software for Accountants and Bookkeepers

Snyder

With a large selection of products available on the market, it’s possible to pick the one that best addresses the unique needs of your accounting firm and your clients. . We’ll start with a few guiding principles to help you navigate through the options and arrive at the best solution for your accounting needs.

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Five things accountants need to do after tax season

ThomsonReuters

Tax season 2020 is officially in the history books and there’s no doubt you and your staff have been thinking a bit more about what to do now that it’s over. Despite the end being upon us, there’s still plenty to keep your firm busy in the following months. Turn your phone off for a weekend. Take a break. Get outside.

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Law Firm Leverage: How to Overcome Common Obstacles to This Essential Profit Strategy

Anders CPA

Defined as the ratio of partners to non-partner professionals who are billing time to client matters, law firm leverage is typically under three-to-one. Simple math shows that it’s more profitable to keep others busy and productive than doing the work yourself. Leverage Myth #2 – No One Can Do It Just the Same Way Maybe.