Remove blog business-year-end-planning
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Year-end tax planning strategies: How to set your accounting firm up for success

ThomsonReuters

As you analyze your staffing needs for the next year, consider the following: Embrace non-traditional talent. Year-end strategy #2: Harness the power of technology As accounting firms struggle to do more with less, there is no question that incorporating technology into your daily tax workflow is a necessity.

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2023 Year-End Financial Benchmark Charts and Graphs

Withum

These charts continue an annual tradition I use to assist clients with their financial planning. The charts show the 10-year annual and cumulative percentage gains or losses of the major stock market indexes, interest rates, currencies, and gold. My next two blogs will have additional charts.

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Your 10-step checklist for end of financial year in 2024

Xero

We know end of financial year is a busy time, so we’ve prepared a quick 10-step checklist to help you cover your bases at the end of FY24 and start the new financial year off strong. If you’re using Xero, you can find more helpful information in our handy guide for getting ready for financial year end.

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Year-end tax planning strategies: Provide your clients with expert guidance

ThomsonReuters

Jump to: Set engagements and expectations for next year Address economic pressures that are top of mind Advise on tax planning topics As the year comes to a close, most accounting firms are guiding clients through the complexities of year-end tax planning. Create consumable content on-demand.

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Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush. Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting.

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Spotlighting Women in Advisory Practice: “We needed to focus on what people wanted,” says Erin Heath, CPA

ThomsonReuters

Heath attended a private college and took the requisite courses to become a certified public accountant, finishing a five-year degree in four years, then eventually getting married and moving back home. Proactively planning and scheduling clients’ engagement throughout the year became the hallmark of Heath’s business success es. “By

CPA 98
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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

Once, one of Shaul’s professors spoke about the importance of business development, saying that if you ever want to become a partner in a firm, you need to become a rainmaker and start bringing in your own work. This strengthened her desire  to have her own firm. She also hated having to deliver “bad news” when her clients owed money.