Xero

NOVEMBER 16, 2022

Build a growth strategy. Policy decisions are based on data sets which bundle small, medium and large businesses together, resulting in large firms and those with the loudest voices gaining the most sway. . Finally, we ask that the role of “Small Business Minister” be restored, giving the smallest firms an advocate within government.

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Going Concern

NOVEMBER 3, 2023

Scott Scarano is not your typical accounting firm owner. With his hip-hop hats, silver chains, and rapper persona, he looks more like a SoundCloud artist than a buttoned-up businessman. Over time, he was able to purchase the firm and scale it into a profitable, million-dollar business. For Scott, this was just the beginning.

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SchoolofBookkeeping

DECEMBER 8, 2022

This event is one that should not be missed each year. The ability to gather as a community and showcase our latest product innovations that will help our partners and their clients grow is truly special.” We are very excited to be at QuickBooks Connect this year. It has been great reconnecting with our colleagues.

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CPA Practice

SEPTEMBER 7, 2023

Enter Financial Cents’ groundbreaking event, WorkflowCon 2023, the inaugural conference designed specifically for accounting and bookkeeping firm owners seeking to revolutionize their workflows. In her keynote presentation, she will delve into the critical role of getting workflow management right to scale your firm.

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MyIRSRelief

MAY 1, 2024

Tax Planning and Strategy: A skilled tax professional is more than just a filing machine. Their expertise is the core value, and smaller teams often offer more personalized service. These businesses often cater to local communities and don’t require a large staff.

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ThomsonReuters

APRIL 4, 2022

Whether you’ve read about it in industry publications, heard about it at trade conferences or discussed it with your peers, you know that more and more firms are shifting away from compliance-based practices in favor of higher-value advisory services. You see the value in investing in the solution, but will your boss?

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Xero

MARCH 6, 2023

Over a decade ago, Dinesh Aggarwal had the vision to create a multi-service advisory practice; a one stop solution for small businesses to build a pathway to success. He studied the characteristics of the top 100 accounting firms in Australia, and created a strategic roadmap that would one day see Fortuna Advisory ranked among this very list.

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Ryan Lazanis

JULY 21, 2022

In this post, I’ll be outlining strategies your firm can take today for how to get accounting clients and land new business in a rapidly changing world. With a clear understanding of your target market, you’re able to put together a value proposition that gives your audience a compelling reason to sign up with your firm.

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ThomsonReuters

APRIL 19, 2022

Learning is richer when there is more face-to-face interaction and social connection. Accounting firms need to consider this as their workers begin to return to the office. Tax and accounting firms need to invest in learning and development for their employees to retain talent and address succession issues. Reading learners.

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Going Concern

APRIL 1, 2024

It’s Joy Merriner’s job as an independent auditor with the firm BDO to go through the city’s financial statements and make sure they are fair and accurate. It’s such a game-changer,” said Virginia-based Cherie Gartner, KPMG’s global lead partner for Microsoft, who has helped activate Copilot features for her firm and some of its clients.

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Ryan Lazanis

APRIL 10, 2022

In this guide, I’m going to outline what the future of accounting looks like for accounting firms and how to best prepare for it in 2022. This guide will cover trends that are happening at this very moment and specific strategies that you can use right now to better prepare you and your firm for the future.

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Going Concern

MAY 5, 2023

Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. The report says CPAs are generally paid more than non-CPAs, but the pay gap between the two shrinks when moving from entry-level to the manager level. Don’t sweat it.

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Ryan Lazanis

FEBRUARY 3, 2023

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. When I launched my accounting firm in 2013, I had no clue how to acquire new clients. Let’s go! Luckily, I was able to land on numerous strategies that worked very well.

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ThomsonReuters

FEBRUARY 8, 2022

Then make sure that you and your firm are prepared to communicate in that forum, whether online, through a portal, via text message or phone calls. You may recognize generational patterns in those communication preferences that will point you in the right direction to help you win new tax clients going forward. .

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Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? Chapter 1 – Create a Strategic Plan In this chapter, I’ll walk you through creating a simple strategic plan to get your full-time or part-time accounting firm business up and running quickly in your first year. How to create your core offering.

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Xero

DECEMBER 8, 2022

We spoke with James Lizars, founder of Thrive, to learn more. . Building foundations. This was a lightbulb moment – if employee engagement has been a driver of growth over the past couple of decades, delivering a positive impact on our environment and communities is going to be key in the years ahead.”. Planet positive.

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Ryan Lazanis

MAY 17, 2022

Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. 12 Build Strategic Alliances. #13 12 Build Strategic Alliances. #13 I see too many accounting firms rush from tactic to tactic without any real plan in place. Let’s check them out!

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PYMNTS

FEBRUARY 13, 2020

With $160 billion in sales per year, malls still bring in more revenue than eCommerce ($138 billion). What we care about is building the business for the future,” Simon Property Group Chairman and CEO David Simon said on the company’s Feb. The report makes a good case for the mall as an extension of the communities it attracts.

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Going Concern

AUGUST 25, 2023

The Profession 2023 Accounting Firm Industry Insider Series: Key Takeaways from In-Depth Conversations with Managing Partners (Part 1) [ JD Supra ] Russell Shapiro of Levenfeld Pearlstein talks to managing partners about what’s happening in the profession. The accounting industry is in a state of transition.

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PYMNTS

JANUARY 11, 2021

US Trade Representative: India, Italy, Turkey Digital Taxes Discriminates Against US Firms. billion of French merchandise in response to France’s revenue tax on Big Tech firms. China’s Internet Regulator Considers More Stringent Oversight. commerce,” according to a press release. US Trade Representative Halts Plan To Tax $1.3

Technology 53

Technology Tax Government 53

Nancy McClelland, LLC

MAY 6, 2024

That’s what we do in our firm, anyway; I learned an amazing lesson from one of my favorite instructors, Tom Gorczynski , to plan for next tax season while the pain is still fresh in your mind! One of the themes that comes up every year is the need to move more clients off QuickBooks Desktop and onto QuickBooks Online.

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PYMNTS

OCTOBER 29, 2020

In the bid to make supply chains more efficient, to track goods from raw material to final delivery — and ensure streamlined progression along the last mile — machine learning and other advanced tech can play a pivotal role. The shift online is inexorable, and so will the pressure to speed up the movement from factory to consumers’ doorsteps.

Technology 56

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PYMNTS

JANUARY 12, 2021

And they’ve made it clear they want more from us in the financial services arena.” Perhaps, then, to wealth building tools and education? increase in monthly visits, and 23x ROI for cost of reward,” stated the firms. Financial Services Tools, And Education, Too? .

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PYMNTS

MAY 27, 2020

The pandemic has accelerated the digital roadmap for everyone in financial services, giving rise to more innovation in the past few months than had been seen over the course of several years. The great shift has also opened up the playing field for challenger banks, relying on digital-only platforms upon which to build client relationships.

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MyIRSRelief

NOVEMBER 19, 2021

These include credits for charitable giving, education expenses, child care, retirement savings accounts and more and even better these are eligible for individuals and small business. The first step is to establish a firm beginning. The more, the better. This one takes a little more legwork on your part.

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PYMNTS

JANUARY 29, 2019

There’s an old saying in business, often attributed to Warren Buffett: It takes 20 years to build a reputation, and five minutes to destroy that same hard-earned reputation. Chuck) Fagan weighed in on the sense of community CUs wield as a competitive advantage. That figure should not lull CU executives to a comfortable complacency.

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PYMNTS

AUGUST 8, 2018

Chubbies takes its customer community seriously, and it makes it very clear that this is well beyond a marketing ploy. Yes, it could have just sent the customer a new pair of shorts, but it wanted to do more than just replace the shorts — Chubbies wanted to make its customer feel safe in the world again. Chubbies is among the latter.

Retail 42

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Ryan Lazanis

AUGUST 22, 2022

Looking for the best accounting practice management software for your firm? Important categories to evaluate when choosing a workflow management software for your CPA firm. Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time. QuickBooks Online Accountant.

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PYMNTS

OCTOBER 12, 2020

Under normal circumstances, trying to engender a big change in consumer behavior is usually more of a marathon than a sprint. Some merchants are doing better than others — the enterprise merchants, in particular, are capturing more of the consumer’s attention and spend. Smaller firms have not fared as well.

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PYMNTS

FEBRUARY 11, 2020

Consumers have less tolerance than ever for unnecessary friction — instead, each interaction and step along the customer journey must be considered through a lens of trust: Is there low trust, and should the transaction be stopped? How To Build Identity Trust . Or is there a high level of trust that deserves a VIP experience?

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PYMNTS

FEBRUARY 21, 2019

regulators are cracking down on big bank misconduct against small firms, while simultaneously exploring ways to inject competition into the sector via initiatives like the RBS fund. The bourgeoning challenger bank community in the U.K. government has taken measures to address that gap, McBride said that more can (and should) be done.

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PYMNTS

AUGUST 17, 2017

Firms such as Citigroup have announced API hubs that will let third-party developers access consumer data to develop a range of services built around everything from P2P payments to a wide swath of functions tied to account management — from bill pay to money transfers. Here in the United States, the road is less clearly defined.

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PYMNTS

MARCH 22, 2019

Everything from makeup to clothes, prescription drugs to household cleaning products and electronics to baby formula has a counterfeit variation that is doubtlessly being sold online right now. For us, [that’s why] it was important to take a stand here, and make sure consumers can have a good experience while they are shopping online.”.

Pharmaceutical 52

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PYMNTS

MARCH 2, 2017

It’s a multi-pronged attack that is leveraging both gadgets and a big reboot of the in-store experience that the Boston-based firm is betting big on. New Balance’s most headline catching product of 2017 isn’t actually sneakers — it’s the firm’s first smartwatch, the $300 RunIQ. The Step Into Tech: The RunIQ . The Run Hub.

Retail 43

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PYMNTS

JUNE 1, 2020

He said community banks and credit unions (CUs) have tended be on the trailing edge when it comes to digital. For companies looking to implement a completely contactless journey across all parts of the consumer journey, it’s important to build scalability in platforms and ensure the technology in place is resilient and adaptable.

Technology 69

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PYMNTS

NOVEMBER 11, 2019

The holiday shopping season is generally not a time of year marked by restraint or a “less is more” type of attitude. The fee-free card is Goldman Sachs’ latest inroad into the retail consumer business after establishing its online Marcus brand in 2016, which makes unsecured personal loans. India, the U.K. India, the U.K.

Massachusetts 40

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CPA Practice

AUGUST 23, 2023

Citing his high poll numbers in the primary, Trump has said he will not participate in primary debates and sat for a taped interview with former Fox News host Tucker Carlson that is expected to be posted online around the same time. What he’s said: “My agenda will tax China to build up America.”

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