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Simplify your tax preparation invoice process

ThomsonReuters

Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions. Most banks now give customers the option to manage their accounts and transactions entirely through their smartphones. Are they using the designated tools?

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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

Alicia Shaul ’s path to accounting was less than traditional. She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. As an undergrad, she majored in political science and pre-law. This strengthened her desire  to have her own firm.

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How will AI affect accounting jobs?

ThomsonReuters

Jump to: How is AI affecting accounting? Is AI replacing accounting jobs? What is AI automating in accounting? Can AI do accounting? How to use AI to innovate Artificial intelligence (AI) is making its presence felt across many industries—and the accounting profession is no exception.

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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

the potential market available to tax and accounting firms is massive. How to market tax and accounting services. People search online for products and services, including accounting services. A better approach is to build a reputation as an accounting expert. With more than 144.3 Establish your expertise.

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How to embrace change and unlock your firms potential

ThomsonReuters

You work to improve your tax and accounting firm — increase profitability, expand into new areas, and find a better work-life balance. Tax firms are feeling the pressure of changing tax regulations, along with clients who expect greater accuracy and faster responses in the digital age.

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Revolutionize your talent strategy with automation

ThomsonReuters

Today’s accounting firm leaders are constantly grappling with two pivotal challenges: attracting top-tier talent and holding on to the people they have. The challenge for CPA firms is to create an environment and a career path that talented young people find appealing.

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Tax practice tune up: five tips for the off season

ThomsonReuters

Consider technology to improve your tax process Technology can be a powerful asset to any tax practice, particularly when utilizing automation tools such as UltraTax CS or SurePrep to reduce manual data entry and streamline processes. Are you ready to take your CPA firm to the next level and stay ahead of the competition?

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