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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.

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7 ways to attract and win new tax clients

ThomsonReuters

Respondents also indicated interest in receiving other services from their accounting firms. In the survey, 41% said they wanted more tax planning, 36% said they wanted help with bookkeeping, 23% wanted business planning consulting, and 22% said they wanted their accounting firm to provide payroll services.

Tax 105
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Capturing advisory opportunities: Where is your firm in its journey to advisory?

ThomsonReuters

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust.