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How to Use Microsoft Copilot for CPA Firm Marketing

CPA Practice

Here’s how to craft a video script for one of your service lines. Prompt : Write a 15-second video script [between two people looking for business tax services in their area]; use this reference [insert service webpage link]. Competitive Analysis Maybe you want to break into a new market, geography, or industry.

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

Ryan Lazanis

Your productized service should be broken down into 3 components: Component 1: Services Every core offering will contain professional services and accounting work. In order to deliver your client’s ideal result, what services do you need to provide? Monthly accounting and bookkeeping services? Advisory Services?

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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.