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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

To stay up to date on industry news and developments, feel free to sign up for our daily tax and accounting newsletter or explore our continuing professional education for CPAs with Checkpoint Learning. While marketing strategies for individuals (B2C) and small businesses (B2B) overlap, there are also unique differences.

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Digital Workflow in Intuit ProConnect Tax

CPA Practice

Protection Plus expands your team to include CPAs and EAs who work with your team to handle any notices, issues with IRS forms, and audits. An accredited consultant, Scott works with companies, organizations, and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales.

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5 Ways Firms Can Support Entrepreneurs in 2024

CPA Practice

CPAs and accountants are uniquely positioned to help their clients out with a variety of advisory services. An accredited consultant, Scott works with companies, organizations, and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales. That hasn’t changed.

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Evaluating a Tax Preparer: Understanding Reasonable Tax Positions

CTP

This publication by the Treasury Department is used by certified public accountants (CPAs), attorneys, and enrolled agents. For guidance on ethical practice before the IRS, tax professionals turn to Circular 230.

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Evaluating a Tax Preparer: Determining a Fair Fee

CTP

Fortunately, the Treasury Department provides a resource that regulates practice before the IRS for certified public accountants (CPAs), attorneys, and enrolled agents. As news headlines proclaim stories of tax fraud, taxpayers may wonder how they can trust that their tax preparer is abiding by ethical practices.