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Using tax technology to boost agility and retain staff

ThomsonReuters

With cloud-based technology, you and your staff have the ability to share data and documents directly and securely, automatically extract data from client source documents, or easily transfer account balances from integrated business tax preparation software. Detect inaccuracies.

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How To Start a Bookkeeping Business in 2022 [Step by Step]

Ryan Lazanis

2) Your small business will be far more streamlined if you only sell your core offering, as you can benefit from more standardization. This will ensure that you only admit the right small businesses into your accounting firm. 4) If you provide tax preparation services, they’re a great way to avoid a crazy tax season.

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Friday Footnotes: Why People Leave Public Accounting; Audit Workloads Up; Terrorist Clients (Literally) | 12.2.22

Going Concern

Writes Edward Mendlowitz, CPA/PFS, ABV: There are many reasons why CPAs decide to leave public accounting firms. Based on my experience, I believe some of these reasons are personal and individual, but far too many of these reasons are caused by CPA firms’ leadership and can be avoided or mitigated.