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Why You Should Add Financial Services to Your Accounting Firm

CPA Practice

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Adding financial services to your accounting firm can help bridge the gap and allow you to have a consistent workload year-round. billion in assets.

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AICTP’s Roadmap to Tax Planning: 10 Keys to Growing Your Accounting Advisory Services

CTP

The accounting landscape is changing rapidly. As firms look to provide more value to clients, many have introduced Client Advisory Services (CAS). The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning.

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Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

This not only supports the community but also puts your firm in front of potential local clients. Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting. This keeps your firm relatable and top-of-mind.

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CPE Webinar August 8, 2023: Lies Accountants Tell Themselves

CPA Practice

Date: Tuesday, August 8, 2023 Time: 1 PM EDT / 12 PM CDT / 10 AM PDT / 5 PM GMT Sponsor: Canopy Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? This webinar will look at common and not so common lies accountants tell themselves.

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What accounting advisory services should firms offer?

ThomsonReuters

If you’re a leader within an accounting firm, you’ve likely heard of advisory services and their lucrative impact. This trend is picking up pace as traditional accounting firms seek more strategic and meaningful work that goes beyond just tax returns. But what accounting advisory services should your firm offer?

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Leveraging AI to address challenges in staffing accountants

ThomsonReuters

From a shrinking labor pool to ever-changing tax regulations to increased client demands, many accounting firms are dealing with high turnover and burnout amongst their staff members. The dawn of AI has the potential to revolutionize the tax and accounting profession by enhancing efficiency, accuracy, and insights.

Account 52
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Accounting advisory: What you need to know

ThomsonReuters

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients?

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