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.
Ryan Lazanis
MAY 24, 2023
Tax software is starting to move online and the promise is that tax software will become far more integrated into your accounting suite to help automate the completion of tax forms, making tax preparation much more seamless and beneficial for your current and potential clients.
xendoo
OCTOBER 20, 2021
Outsource accounting firms can often provide experience in unique areas such as: Personal financial planning and assistance. Forensic accounting. Managerial accounting. Tax preparation. Tax Planning. IT auditing. Non-profits. Running your company is job number one.
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