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If you’re looking for tried, tested, and true tactics to help you generate more accounting leads for your firm, you’re in the right place. Read on to access 21 actionable methods that you can implement to help increase your client base. Let’s go! Table of Contents What is Lead Generation for Accountants 21 Tactics to Help You Generate Leads What is Lead Generation for Accountants?
It is known that the pandemic shifted everyone’s priorities and forced many of us to confront the question of “what am I doing with my life?” Almost all human beings with jobs have thought about this at some point between March 2020 and now, and many of them came to the conclusion that whatever they had been doing up until 2020 just wasn’t worth it.
If you’re an accounting or finance professional, chances are you’ve heard of surcharging. But what is it, and how can it benefit small and medium-sized businesses (SMEs)? Let’s take a closer look. Put simply, surcharging is adding a fee to customers who pay with a credit card. While this may seem like a burden at first glance, there are actually some very compelling reasons for SMEs to consider implementing surcharging policies.
For many accountants, we have times of intense, long work hours followed by slower periods. However, with the average accountant working longer hours during the busy season, it’s easy to go from a 40-hour week to one that is 60 – 80+ hours. If you want to minimize time spent in the office or working virtually, you need to work on your time management.
In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.
7 min read As we said our farewells to 2022, it's time for business leaders to look back on the previous year in order to reflect, evaluate, understand, and learn from its failures and successes.
As you already know by now, Excel is among, if not the most powerful piece of software that can assist individuals and businesses in making the job of accountants easier by significantly streamlining the accounting and financial control processes that they undertake. For one, with its various functions and formulas, Excel allows accountants to efficiently track financial data, thus effectively saving precious company time and improving accounting accuracy.
4 Ways Virtual Bookkeeping Boosts Your Work Efficiency Accurate and up-to-date bookkeeping is vital to any organization’s success, but there are several areas where a virtual accounting service truly excels.
4 Ways Virtual Bookkeeping Boosts Your Work Efficiency Accurate and up-to-date bookkeeping is vital to any organization’s success, but there are several areas where a virtual accounting service truly excels.
Key indicators like headcount, growth stage, and fundraising plans can help you know when your startup is ready to outsource accounting. The post Is My Startup Ready to Outsource Accounting? appeared first on Burkland.
By Cassidy Jakovickas, CPA. As social media continues to evolve, tax and accounting firms need to evolve their strategies and tactics to stay ahead of the curve. By leveraging social media, you can increase your firm’s visibility and encourage top-quality companies to become clients. While many articles promote paid social media marketing, my team at MBS Accountancy has seen great results from organic social media efforts since 2019.
Tax anxiety, TAXIETY, comes in different forms of tax problems such as: What is an IRS audit taxiety? An IRS audit is a review or examination of an individual’s or organization’s tax return to ensure that the information is accurate and that the tax return is being filed in compliance with the tax laws. If the IRS finds errors or discrepancies in the tax return during the audit process, it may result in an adjustment to the tax liability and possibly additional taxes owed, penalties
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
If you’re like most mid-market to early-enterprise companies, you’ve probably built up — or inherited — a number of systems in your financial tech stack to manage spending. The legacy ones include Expensify, bill.com, and Concur. You’ll have a card program like AMEX or SVB, or maybe a software-enabled one like Ramp or Brex. But, in this new era of cost savings and efficiency, the limitations and expense of these point solutions are increasingly clear.
Inventory planning is crucial for businesses because a successful plan allows them to meet customer demand while remaining profitable. Poor inventory planning can lead to problems, such as excess or insufficient inventory, which can result in lost sales or higher carrying costs. On the other hand, effective inventory planning can help businesses to reduce costs, improve customer satisfaction, and increase profitability.
Two recent state courts’ determinations – one good for the seller, one not – show the continuing reach of Wayfair almost five years after the landmark Supreme Court decision regarding economic nexus. The Massachusetts Supreme Judicial Court has reportedly upheld a state Appellate Tax Board decision in favor of an auto parts retailer who challenged efforts to retroactively collect online sales taxes.
On January 24, short seller Hindenburg Research dropped a report called Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History , in which Hindenburg accuses Indian conglomerate Adani Group of engaging in “a brazen stock manipulation and accounting fraud scheme over the course of decades,” among other things.
Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.
Airbase’s webinar, “Balancing cash flow and growth in an uncertain environment,” began with a telling stat. When asked how many times they’d revised their forecast in the last 12 months, 44% of attendees said they’d had to do it more than three times. Speakers Alex Clayton of Meritech Capital and Airbase CFO, Aneal Vallurupalli, weren’t at all surprised.
Retail sales in November 2022 rose 4.5% YoY. Senior Industry Analyst Ted Rossman explained that this rise “marks the slowest year-over-year retail sales growth since 2020,”. This shows that the pandemic significantly impacted consumer behavior, market demand, and supply chain operations. As retailers and manufacturers try to rebuild responsibly in a post-pandemic world, the importance of effective inventory planning has never been greater.
The current tax law rules allow participants in defined contribution plans, like a 401(k) plan or a SIMPLE (short for Savings Incentive Match Plan for Employees) plan, to make elective contributions within generous limits. Similarly, individuals may contribute to IRAs outside of their workplace. But some people still need to bolster their retirement savings late in life.
Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.
Kelly Hicks and Robin Sharma share advice after Airbase successfully completes its first external audit. Few milestones in a company’s lifecycle demand a more focused response from finance and accounting than the first external audit. As Airbase recently secured its first, we were curious about the experience and caught up with our frontline players for some insights.
We are thrilled to announce that Acterys has been ranked #1 by its customers on G2’s Corporate Performance Management list for Winter 2023! With 93% of customers stating that online reviews influence their purchase decisions, it is obvious that customer feedback plays a key role in a company’s growth and success. For this reason, we are incredibly grateful to our customers for their support and trust in our organization, and we couldn’t have achieved this recognition without th
Hail Eris! Today is 2/3/23 and this is your Friday roundup of all the week’s news that wasn’t fit to print (or make fun of). We appreciate you stopping by! Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations.
The IRS began accepting tax returns in late January, and if you were hoping for a bigger tax refund—or at least a smaller tax bill—in the new year, some tax law changes impacting the upcoming 2022 tax year filing season may dampen your spirits. For starters, certain tax credits for children and dependents have been reduced, and the charitable deduction some taxpayers took advantage of during the pandemic years is no longer so easy to claim.
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
In the wake of extreme weather events, the Xero Assistance Programme (XAP) is being extended to all small businesses in the Auckland, Northland and Waikato regions. From Wednesday 1st February through to Friday 31st March, any small business owner, employee or their families in Auckland, Northland and Waikato regions can access three confidential and free telephone, live chat, online or face-to-face counselling sessions.
The AICPA has released Q4 CPA exam pass rates which means we have a cumulative score for all of 2022 YIPPEE. As we did not discuss pass rates at all last year, let’s take a look at the whole chart and see how CPA exam candidates performed in 2022: Section Q1 Q2 Q3 Q4 Cumulative AUD 46.35% 49.13% 48.67% 47.21% 48.16% BEC 57.33% 61.53% 59.91% 60.30% 59.68% FAR 44.95% 45.66% 44.30% 40.67% 44.93% REG 60.03% 61.25% 61.78% 56.41% 61.10% Remember that the exam is not easier or harder at different
By Jeff Manning, oregonlive.com (TNS) The Oregon Department of Revenue acknowledged Thursday that it sent personal tax refund information for about 5,000 taxpayers to the wrong address. All 5,000 are intended for, and were mailed to, Portland residents, said Robin Maxey, a spokesperson for the department. The mailing address on the outside, however, doesn’t match up with the information contained on the forms.
Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.
It’s time to switch to new reports If you haven’t made the switch to new reports, we urge you to start moving your work across now , so you have plenty of time to get used to them before the older versions are retired. Here are the latest features we’ve introduced to new reports: The current column in Aged reports is now automatically hidden when it’s not needed (such as when ageing by invoice date) or if it’s empty You can now run aged reports at the end of the current month by default, instead
There’s another article about the accountant shortage today and this time it’s in Insider. There’s nothing in there you don’t already know — enrollments are down, boomers are retiring, the process of becoming a CPA is extra and sucks, kids need to be convinced that accounting is great, blah blah — but they did get an interesting quote from Steven Kachelmeier, accounting department chair at the University of Texas.
By Prashant Gopal, Bloomberg News (TNS) Mortgage rates in the U.S. fell for a fourth straight week. The average for a 30-year, fixed loan was 6.09%, down from 6.13% last week, Freddie Mac said in a statement Thursday. Mortgage costs have come down almost a full percentage point from their recent high, giving hope to some would-be homebuyers looking for a way into a deal.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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