CPA Practice

DECEMBER 13, 2023

The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.

Tax 105

Tax tax preparation managerial accounting bookkeeping 105

Ryan Lazanis

SEPTEMBER 19, 2023

Luminary CPA Luminary CPA is one of the accounting firms that offer personalized tax assistance and on-demand bookkeeping services. What Makes This Website Stand Out Simple monochromatic color scheme that allows CTA to pop Professional website structure Minimalistic firm logo Clear font style 6.

Account 98

Account accountant accounted bookkeeping 98

Anders CPA

JANUARY 8, 2024

Smaller firms with under five partners will have a bookkeeper who knows QuickBooks or some other accounting software or look for support from a dedicated law firm bookkeeping service; they might also be getting some dedicated help with tax planning already.

Account 52

Account accountant accounted Non-Profits 52

Anders CPA

JANUARY 8, 2024

Smaller firms with under five partners will have a bookkeeper who knows QuickBooks or some other accounting software or look for support from a dedicated law firm bookkeeping service; they might also be getting some dedicated help with tax planning already.

Account 52

Account accountant accounted Non-Profits 52

Ryan Lazanis

APRIL 10, 2022

For example, tax planning experts have long been in high demand. But Blue J Legal helps to close this technology gap by providing software powered by artificial intelligence which predicts the outcome of tax plans. And many accountants are already jumping on this wagon.

Account 111

Account accountant accounted Technology 111