5 Minute Bookkeeping
DECEMBER 23, 2021
Are you new to virtual bookkeeping? Maybe you’re not even officially a new bookkeeper yet, but you’re seriously thinking about it. If you are starting your journey into the virtual bookkeeping field (or you’re considering it), in this article we’ll go over how to get started as a virtual bookkeeper in 7 steps.
DMCL
MAY 30, 2024
In our search for a talented manager to join Marcus Brandt’s Private Enterprise team, we decided to sit down to discuss with him his practice, including valuable insights into his client service objectives, advice for new accountants interested in Private Enterprise, and his future practice expansion goals.
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ThomsonReuters
JANUARY 28, 2022
Tax season is a critically busy time of the year for accountants, and we all know the stress that can come with such a high demand for services during that part of the year. But for some tax and accounting firms, the high volume of clients from January to April represents the majority of their business for the year. Bookkeeping.
CPA Practice
DECEMBER 10, 2023
It’s taking the focus solely off of shrinking the tax bill to create proactive conservations where the client begins to say, “Let me talk to my accountant first.” Equipping the client with data, and ensuring they understand the big picture, is what makes tax advisory sparkle.
CPA Practice
AUGUST 31, 2023
Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.
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