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Mastering the art and science of exceptional client service

ThomsonReuters

Rather than simply completing tax returns or financial statements, accountants are proactively engaging with clients throughout the year, offering strategic guidance on tax planning, financial management, and business growth strategies. Improved compliance and risk management.

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Clients Want Actionable Data, Not Impossible-to-Parse Spreadsheet Dumps

Going Concern

“Businesses [are] seeking advice and assurance on a broad range of areas beyond financial statements.”. Technology is raising the role of the management accountant to be a more strategic role,” said AICPA Chair Anoop Mehta, CPA, CGMA. That’s not a conversation, it’s a terrible game of.xlsx ping pong.

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What is Client Accounting Services?

KROST

Beyond accounting, CAS advisors provide access to complementary solutions, such as strategic tax planning, outsourced CFO, wealth management and 401k planning, succession planning, capital markets, and assistance with mergers and acquisitions. Client Accounting Services. Accounting software training.

Account 52
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KROST Quarterly Magazine: The Technology Issue, Vol 4, Issue 2, is Now Available!

KROST

The Technology Issue highlights some of the hot topics in the technology industry including Client Accounting Services (CAS), Nonfungible Tokens, the Effect of Upcoming Changes to IRC Section 174 on the Software Development Industry, and more. Sossi Bekarian, CPA, Senior Manager. Accounting , Technology Industry.

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Why your company would benefit from an outsourced Finance Director

Menzies

This relationship can run collaboratively with the current accountant to drive the business further and have a joined up approach to all financial aspects to the business, from the finance team all the way to personal tax planning. Establishing and overseeing KPIs and reporting to management.

Finance 40
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Trucking Tax & Accounting by Mike Habib, EA Los Angeles, CA

MyIRSRelief

To apply for an Installment Agreement, you must fill out IRS Form 9465, Installment Agreement Request, and provide detailed information about your financial situation. Depending on the amount of your tax debt and your ability to pay, the IRS may require you to set up automatic payments or provide a financial statement.