ThomsonReuters
FEBRUARY 28, 2024
The value of offering bundled service packages By being able to meet quarterly with her staff, clients were given better visibility into their business year and potential tax liabilities throughout the year, avoiding the big surprise every March. Clients loved this approach, Shaul says.
CPA Practice
APRIL 30, 2024
When you incorporate predictive analytics, generative AI and other advanced technologies into everyday workflows at your CPA firm, you are taking on much more than a technology upgrade. Meanwhile, generative AI is fast becoming a go-to tool for teams responsible for creating financial reports, tax documentation and more.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CPA Practice
DECEMBER 13, 2023
Mention a broad solution (payroll management, for example) and ask if they would like to book an appointment now to work on resolving their challenge after tax season. Separate planning sessions from work sessions: Co-mingling tax planning and tax preparation ultimately provides less value to the client and reduced revenue for your firm.
ThomsonReuters
AUGUST 2, 2022
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.
Basis 365
MARCH 30, 2023
Many business owners didn't even know this existed and were comparing our pricing against bookkeepers or CPA firms and needing to understand why there were such extremes. CPA firm : CPAs are generally going to be the most expensive option. It's hard to budget or utilize trend analysis without accrual financials.
Going Concern
FEBRUARY 9, 2024
However, the professional services firm refused, after claiming the report contained privileged and confidential information. These thieves attempt to steal client data and tax preparers’ identities, creating the potential for them to file fraudulent tax returns for refunds.
KROST
APRIL 12, 2022
After many years of public comment on the challenges of presenting GAAP financial statements for small businesses, the AICPA issued the Financial Reporting Framework for Small and Medium-Sized Entities. If the cost of your financial statements is greater than the benefits gained.
Expert insights. Personalized for you.
98 
Let's personalize your content