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LinkedIn + AI = A Recipe for Prospecting Success for Accounting Firms

CPA Practice

By combining AI with LinkedIn, you can streamline sales prospecting, reach the right people, and ultimately build a more efficient pipeline for your accounting firm’s growth. Qualifying Accounts This prompt investigates a prospect’s website for keywords to qualify the account, such as merger, acquisition, expansion, growth, etc.

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How To Download Your IRS Account Transcript to Look Up Your Estimated Tax Payments (Updated Jan 2025)

Nancy McClelland, LLC

“What is an IRS Account Transcript and Why Do I Need One?” ” During the pandemic, we began requiring all clients to submit a copy of their IRS Account Transcript along with their Tax Organizer and other annual tax prep documentation. The best news where downloading any transcript is concerned? account, the ID.me

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AI in action: How to create a seamless end-to-end experience for your tax and accounting firm

ThomsonReuters

Jump to The power of AI in tax preparation How AI contributes to long-term sustainability in accounting Getting started with AI Are you ready to get AI in action for your tax and accounting firm? Imagine your accounting firm functioning like a well-oiled machine. Heres how.

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My 2025 Guide to the Top 10 Accounting Conferences (and How to Pick Your Perfect Fit)

Nancy McClelland, LLC

I love attending accounting conferences. This comes as a surprise to no one who knows me (or even knows of me) Ive been featured in countless promo reels, given interviews on the topic, written tips & tricks articles, and talked up the amazing Accounting Cornerstone Foundation (more on them later) endlessly. Whats the point?

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Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time. Click "Download Now" to apply for a demo.

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Tech Startup Accounting Insights From A Y Combinator Company

inDinero Tax Tips

When youre building a tech startup, accounting probably doesnt feel very exciting. In this article, well explore the essentials of tech startup accounting, including best practices, common mistakes, and the accounting software we think will make your life easier. Whats Unique About Tech Startup Accounting?

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Four ways tax and accounting professionals can start using agentic AI right now

ThomsonReuters

The tax and accounting profession is at a crossroads. The reality is that agentic AI is already transforming the way accounting and tax professionals work every day. Jump to ↓ Why is agentic AI a good fit for tax and accounting? Traditional automation handles repetitive tasks through fixed rules.

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Simplify Your Business Finances with Dedicated Bookkeeping Services

Open monthly communication and an easy-to-use online chat with your bookkeeper provide consistent support and seamless management.

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How Finance and Accounting Operations Fail to Scale Efficiently

Every company, no matter its size, must address its finance and accounting requirements. This guide looks at the finance function for companies at different stages, and the types of issues and challenges that they face when they fail to build agile, scalable accounting and finance operations from the start. Download the ebook today!

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Digital Transformation in Accounting: Why It’s Essential for Modern Firms

Accounting firms must embrace digital transformation to stay competitive. The accounting industry faces a digital revolution. Key reasons to embrace digital transformation include: Efficiency & Accuracy: Reduce errors and streamline workflows, allowing accountants to focus on strategy.

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5 Pain Points Every Small to Medium-Sized Accounting Firm Experiences

These are the top 5 pain points that come up over and over again when we talk to small to medium-sized accounting firms. Download this guide to read about solutions for your firm's: Workflow & Project Management. Let's break each one down and talk about solutions! Document Management. Billing, Invoicing, and Time Tracking.

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Build the Ultimate ROI Machine for Your Accounting Firm

Download this guide from Canopy to see how! Jumpstart the ROI you're getting from your technology stack.

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Top 10 Finance Processes to Automate Now

The work needed in accounting and finance roles continues to shift, moving from being reactive and transactional to proactive and analytical. Automation can’t work without a solid, reliable data infrastructure, so many businesses have or are currently implementing cloud-based accounting software to build that foundation.