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Digital Marketing Strategies for Financial Service Providers: Best Practices and Case Studies

CPA Practice

In this digital age, financial service providers need to embrace digital marketing strategies to remain competitive, expand their online presence, and generate quality leads. Additionally, we will provide practical examples of professional service providers who have achieved notable success by implementing these strategies.

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H&L: capitalising on the digital world

Menzies

There are several digital elements that your H&L business can leverage, from Search engine optimisation (SEO), website development, user experience analysis, social media, Pay per click (PPC) campaigns and many more. But what are the quick wins and where should you reach out for additional support?

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How are S corporations taxed? Tips for filing and reducing taxes as a pass-through entity

ThomsonReuters

When in doubt, consult a qualified tax professional. PTET rules are different in each state, however, and not all states have them, so consultation with a tax professional is advisable. Unfortunately, IRS guidance is notoriously obtuse, so consulting a tax professional familiar with the type of business you have can help immensely.

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S corp vs C corp vs LLC: What’s the difference, and which one is better for your business?

ThomsonReuters

Anyone starting a business should consult a qualified tax professional, such as an accountant or tax attorney, for advice on which corporate structure best fits their goals—but it helps to understand some of the factors that typically influence such decisions. Each of these steps requires a great deal of thought and/or follow-through.

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Top accounting issues in 2023

ThomsonReuters

Further underscoring this point, 2023 research by human resource consulting firm Robert Half found that hiring challenges remain within finance and accounting. Payroll errors For accounting professionals, payroll services have long been viewed as a time-consuming, high-risk loss leader. AI can help. Batch-style data entry.

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Mobile website vs. mobile app: side-by-side comparison

Reckon

However, a mobile app can streamline this process for businesses where users need to access services or information frequently (banking, news, grocery stores). If you’re in two minds, it’s worth consulting digital experts to determine what’s best for your business. However, mobile apps can amplify user engagement. Kate Parish

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The Technology Lab Podcast – Technology Governance – July 2023

CPA Practice

And in five years, I’ll contend to you that that the audit, I think it’s going to be almost unrecognizable compared to what we’re doing today, I think there’s going to be much more automation and, and many more many more services that we’re using quite differently than we have in the past. And now they’re table stakes reading counter portal.