Ryan Lazanis

SEPTEMBER 19, 2023

Obalero Designed by The Digitalsmith , Olabero is a provider of back-office services, including bookkeeping, controller services, strategic advisory services, and process automation. Luminary CPA Luminary CPA is one of the accounting firms that offer personalized tax assistance and on-demand bookkeeping services.

Account 98

Account accountant accounted bookkeeping 98

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

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. 4) Jump on the Client Accounting Services Train.

Account 111

Account accountant accounted Technology 111

Anders CPA

JANUARY 8, 2024

Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO. They may not be getting the best, timeliest information about the firm’s finances, but by the end of the year, they’ll get there. Zero-in on Leverage Of all the KPIs law firms need to work on, leverage is one of the biggest.

Account 52

Account accountant accounted Non-Profits 52

Anders CPA

JANUARY 8, 2024

Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO. They may not be getting the best, timeliest information about the firm’s finances, but by the end of the year, they’ll get there. Zero-in on Leverage Of all the KPIs law firms need to work on, leverage is one of the biggest.

Account 52

Account accountant accounted Non-Profits 52