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Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

As summer approaches, it’s time to adjust your marketing strategies to not only remain competitive but also to capitalize on the unique opportunities that the season offers. 5 Key Marketing Initiatives Here are five marketing initiatives that can help your firm stand out during the summer months.

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Accounting Websites: 43 Examples for Modern Firms

Ryan Lazanis

In this post, we’ll discuss key considerations for effective accounting website design and showcase a variety of inspiring examples that can guide your own creative approach. 1) Focus on the Client Your website is a marketing tool that will communicate how you will improve the lives of your clients. Let’s go!

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A Definitive Guide to Rolling Forecasting for Modern FP&A Teams

Acterys

The purpose of any forecast is to provide the closest possible snapshot of the future for business teams to plan and budget their activities. As such, rolling forecasts are a solid first step towards agile planning and budgeting for organizations looking to become more reactive and adaptive to change. What is a Rolling Forecast?

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AI in Accounting: A Guide Written by Artificial Intelligence

Ryan Lazanis

Artificial intelligence in accounting is currently transforming the industry. Table of Contents What is AI in Accounting? Can AI Replace Accountants? Benefits of Artificial Intelligence How is AI Used in Accounting? In fact, ChatGPT wrote the above description: Can AI Replace Accountants?

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Top 5 ways to convert tax return clients into retainer clients

ThomsonReuters

If you have satisfied tax return clients, in many ways you’ve already taken a step towards recurring income. But while this certainly adds a dose of predictability to your revenue stream, retainer clients take your income consistency to another level. You get predictable, periodic income.

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How To Start a Bookkeeping Business in 2022 [Step by Step]

Ryan Lazanis

Do you want to know how to start a bookkeeping business or accounting firm in 2022? Great news, because this step-by-step guide will cover the critical 7 steps you’ll need to follow to set up a modern bookkeeping practice and to land your first clients. In this guide, you’ll learn: How to set up a strategic business plan.

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Mastering Your Finances: A Complete Guide to Financial Budgeting for Businesses

Acterys

Optimizing an organization’s financial health can be a challenging task, especially for CFOs and other finance leaders. Financial budgeting serves as a critical aspect of business planning, allowing organizations to effectively allocate their financial resources and gain valuable insights into their operations.

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