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How CPAs Are Evolving Into Strategic Advisors

CPA Practice

However, with CPAs gradually evolving into strategic advisors, client communication has become paramount. The journey of a CPA to become a strategic advisor involves attending regular training sessions for the skills required, whether related to communication or technology.

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How Cloud Hosting Fuels Talent, Consolidation, and Data Security

CPA Practice

Challenge 1: Talent Scarcity As the demand for skilled professionals in the accounting industry grows, talent acquisition and retention have become increasingly challenging for accounting firms. Professional accounting and tax firms face continually increasing challenges that require innovative solutions to drive growth and mitigate risks.

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Next Generation FP&A with Acterys: 5 takeaways from the Workshop

Acterys

Acterys’ esteemed Italian partner, Bi Factory , recently hosted the “Next Generation FP&A” workshop on April 11, 2024. ” FP&A software has become essential in Enterprise Performance Management (EPM), gaining traction not only in large corporations but also among SMEs and micro-enterprises.

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The PCAOB is Hitting the Road This Year

CPA Practice

The Public Company Accounting Oversight Board (PCAOB) said on Wednesday it will host a series of five in-person forums this year on auditing in the small business environment and on auditing broker-dealers, starting next month in Chicago. The forums are tailored to PCAOB-registered firms that audit smaller public companies or broker-dealers.

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Unlock Your Firm - May 11-12

Insightful Accountant

Will Hill, of Will Hill Consults and Ryan Conn, President, Shelton & Associates CPS's are hosting a 2 day immersive event to help you re-arrange and execute so that your work becomes rewarding, not exhausting.

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Episode 067: Craft Beer and Local Food with Corey Lord

BuildYourFirm

Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. These values provide a platform in which he can lead his clients on a path to becoming mature businesses. The two discuss how he got started in this unique niche. Then don’t miss this episode!

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How to Market Advisory Services in 2023

CPA Practice

How can I become a one-stop shop for my clients’ financial matters? How can I become a one-stop shop for my clients’ financial matters? By Joseph Graziano, CFP®. Clients want more from your firm than basic accounting and compliance work. Your existing clients are a great place to start. Get to know them on a deeper level.

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