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How to Use Microsoft Copilot for CPA Firm Marketing

CPA Practice

What challenges does Copilot solve for accounting firm marketers? Prompt : Write a 15-second video script [between two people looking for business tax services in their area]; use this reference [insert service webpage link]. Here’s how to craft a video script for one of your service lines.

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Decisions 2024 – So, What’s Next?

CPA Practice

As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses.

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Magone & Co. and Wurdemann, Pinto & Co. to Combine on May 1.

CPA Practice

Roseland, NJ-based tax and advisory practice Magone & Co. has signed an agreement to merge with Hackensack, NJ-based CPA firm Wurdemann, Pinto & Co. The combined firm will employ approximately 40 people. Financial terms of the deal weren’t disclosed. Founded in 1992, Magone & Co.

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So, What’s Next?

CPA Practice

As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses.

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Using tax technology to boost agility and retain staff

ThomsonReuters

Even as accounting firms emerge from the COVID-19 pandemic with a new appreciation for technology’s ability to enable remote work and seamless collaboration, a new challenge has surfaced. Increasing productivity with tax technology. How do you attract and retain talent with tax technology? Detect inaccuracies.

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Friday Footnotes: Why People Leave Public Accounting; Audit Workloads Up; Terrorist Clients (Literally) | 12.2.22

Going Concern

Why People Leave Public Accounting [ CPA Journal ]. Writes Edward Mendlowitz, CPA/PFS, ABV: There are many reasons why CPAs decide to leave public accounting firms. The following is a discussion of what I have found to be the most common reasons why people leave public accounting.

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Why Small Business Owners Need Tax Mitigation Strategies More Than Ever

CPA Practice

There are 50 to 60 common strategies that can help reduce a taxpayer’s overall tax rate, and decisions about their usage are generally left in the hands of the owner’s CPA firm. But accounting firms tend to be very compliance-oriented and also highly risk-averse.

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