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Engagements

Canopy Accounting

Canopy Engagements enables you to manage all interactions and touch points with clients, keep information secure and easily accessible, and simplify the process for clients to interact with you — all directly within Canopy.

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Eight Steps For Building Better Client Engagements

CPA Practice

Structuring client engagements is one of the most critical aspects of running your practice. A thorough engagement letter acts as a roadmap – outlining services, enabling your firm to standardize its service pricing, and setting client expectations in addition to establishing the cash flow and revenue cycle for your firm.

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Important Considerations When Engaging in a Like-Kind Exchange

RogerRossmeisl

The post Important Considerations When Engaging in a Like-Kind Exchange appeared first on Roger Rossmeisl, CPA. However, neither the relinquished property nor the replacement property can be real property held primarily for sale. If you’re unsure whether the property involved in your exchange is eligible for a like-kind exchange, contact.

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AICPA Engage Conference Draws 3,500 Accounting Pros for Education, Networking

CPA Practice

More than 3,500 accounting, tax and financial professionals convened in Las Vegas this week for the 2023 AICPA/CIMA Engage Conference, the largest annual educational and network event hosted by the American Institute of CPAs and the Chartered Institute of Management Accountants. The featured keynote speaker for Engage 2023 was Michael C.

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3 Leadership Behaviors that Drive Loyalty & Engagement

Because leaders across the organization, from the C-suite to frontline managers, disproportionately affect employee engagement. It goes back to the old saying: “A boss has the title, but a leader has the people.”

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AICPA Announces Keynote Speakers and Events for AICPA & CIMA ENGAGE 2024 in Las Vegas

CPA Practice

The American Institute of Certified Public Accountants and the Chartered Institute of Management Accountants have announced the keynote speakers and key events for this year’s 2024 ENGAGE , the largest annual educational and networking event for accounting and finance professionals.

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Reckon’s Partner Engagement Manager walks us through partner relationships

Reckon

We recently sat down with Reckon’s Partner Engagement Manager Andrew Hellier to chat about his experience in building valuable partner networks and cultivating meaningful relationships and events. We can engage with our partners across multiple (and varied) channels and software feedback could come from anywhere.

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The CFO Playbook: How to Decrease Costs & Increase Engagement

On the other hand, you need to find ways to motivate and engage your teams so that morale doesn’t take a hit. In a volatile economy, CFOs and finance leaders need to do a magic trick. On the one hand, you must pull out every cost-saving trick you can to run the organization efficiently. Download our new guide to see how it’s done.

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Recruit and Retain New Blue-Collar Talent

Learn how to attract, engage, and retain blue-collar employees, helping them build meaningful careers – and support your company’s goals. Blue-collar jobs have a branding problem. One company, GEON, partnered with Paycor to find the solution.

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The CFO’s Guide to Leading Blue-Collar Teams

If employees are engaged by a frontline manager they trust, it can take a pay raise of more than 20% to poach them ( Gallup ). The demand for blue-collar workers outstrips supply, and even if a recession temporarily depresses hiring, the talent shortage is here to stay. The good news is your frontline managers can make all the difference.

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10 Ways to Keep Your Hourly Employees

Did you know that if your employees are engaged by a leader they trust, it can take a pay raise of more than 20% to poach them, according to a recent Gallup poll? As the battle for talent rages on, you need a strategy to get and keep great workers.

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HR Benchmark Report: How to Recruit, Coach & Develop Teams

No one likes to feel alone - which is why the secret to employee engagement is building successful teams. How a quality learning management system can help engage employees. Paycor surveyed more than 1,000 HR and finance leaders of medium & small businesses and found that only 31% said the teams they’ve built are, in fact, effective.

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What Hourly Workers Want More Than Money

If your employees are engaged by a leader they trust, it can take a pay raise of more than 20% to poach them (Gallup). The number one thing workers want more than money is a great boss. Here are the other 7 things you can do to hire and retain when you can’t afford to pay top dollar: Early Access To Pay. Flexible, Predictable Schedules.

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Why (and How) to Switch to a New HR & Payroll Platform

The right HR technology can enable you to better manage, develop and engage people, and make better strategic decisions. However, the opposite is also true. Sticking with the wrong HR and payroll provider can tank an otherwise healthy business. So why don’t more organizations make the switch to a platform that better meets their needs?

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3 Reasons to Invest in a Learning Culture: RECRUIT, RETAIN, ENGAGE

And the right learning culture can measurably drive recruiting, engagement, and retention, making your business “future-proof” against talent shortages. That’s why HR leaders who crack the code of learning see big returns on their investment. Learning is one of those extremely rare initiatives that’s all upside.