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How to Value a CPA Firm [Plus 13 Key Valuation Factors]

Ryan Lazanis

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

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Decisions 2024 – So, What’s Next?

CPA Practice

Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses. Further, extension season for some firms is busier. So, What Are the Common Issues in CPA Firms? So, What’s Next?

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So, What’s Next?

CPA Practice

Unlike the old days when public practice CPAs rarely spoke to anyone but clients and other team members during tax season, it is evident that CPA firms have become year-round businesses. Further, extension season for some firms is busier. So, What Are the Common Issues in CPA Firms? So, What’s Next?

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How to Grow Expertise, Build a Stronger Career, and Develop Talent Pipelines

CPA Practice

There are several ways accounting professionals and organizations can benefit from upskilling and reskilling online — whether to prepare for the CPA exam, build cutting-edge analytic capabilities, or create a new talent strategy. Why skill development matters for your career and how to make it work online.

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147 Cloud Accounting Software Apps: The Big List

Ryan Lazanis

Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. 3) Wave Accounting Can you beat free? Wave Accounting is an entirely free web-based solution. A free multi-currency online accounting solution for small businesses.

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Accounting CRM Software: The 13 Best for Your Firm

Ryan Lazanis

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. 8 Main Features Your Accounting CRM Needs. A great practice management platform designed for bookkeepers and CPAs which helps manage workflows, CRM, invoicing, and important documents.

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Accounting Practice Management Software: The Top 17 Roundup

Ryan Lazanis

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time.

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