Accounting Today

DECEMBER 5, 2023

In the current business landscape, small- and medium-sized practices face an array of challenges, including operational complexities, competitive markets and ever-evolving regulations.

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Snyder

FEBRUARY 20, 2023

In this article, we’ll observe some marketing follow-up strategies and best practices you might want to consider. How to follow up: best practices 5. Expert follow-up strategy What’s a sales follow-up? And it should be the number one priority component in any marketing strategy. Contents: 1. When to follow up?

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E-commerce Start-ups Sales Non-Profits 52

Intuitive Accountant

NOVEMBER 27, 2022

Sabo Accounting & Tax Services' Dawn Sabo shows you how to maximize technology to support key niches in ecommerce, non-profit organizations, real estate, and more. Sign up for the Dec. 1 webinar here.

Real Estate 52

Real Estate Non-Profits Technology tax services 52

Intuitive Accountant

JUNE 14, 2022

Achieving short- and long-term financial and operational goals means your firm must continue to implement new methodologies and ideas. Here are some indicators where you might be missing the mark.

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CPA Practice

APRIL 19, 2024

Forbes this week released its inaugural list of America’s Top 200 CPAs , nine of whom were recently recognized by CPA Practice Advisor. Among the top 200 CPAs, two—Greg O’Brien and Jeff Wilson II—were recipients of CPA Practice Advisor ’s 2023 “40 Under 40” award. You can find the full list of America’s Top 200 CPAs here.

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cpas CPA tax return Management Consulting 85

Xero

APRIL 25, 2024

This year, we’re bringing our popular masterclasses back, along with a whole team of Xero experts to help you cultivate an efficient and rewarding practice. From tax to payroll – our masterclasses have you covered Our education team is bringing you masterclasses on the topics that matter most in your practice.

payroll 66

payroll Technology Education Tax 66

CPA Practice

OCTOBER 25, 2023

The GenAI initiative builds on CPA.com’s efforts to help practitioners successfully navigate technology’s impact on driving business model transformation and the evolution of practice areas. and not just the theoretical possibilities for their specific practice needs,” said Kacee Johnson, VP, Strategy & Innovation, CPA.com.

accounting and finance 119

accounting and finance cpas Construction Education 119

ThomsonReuters

MARCH 1, 2024

This blog post aims to dissect the impact of this Executive Order and emphasize the critical nature of implementing and maintaining strong data protection strategies within the tax and accounting profession. However, technology is only as effective as the practices surrounding its use.

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Technology Education Tax Account 106

Accounting Today

AUGUST 30, 2023

Three practitioners share their strategies and insights for building a great accounting practice.

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CPA Practice

APRIL 11, 2024

CohnReznick LLP , an advisory, assurance, and tax firm, has established a new Digital advisory practice. In doing so, the digital practice empowers businesses to unlock their full potential through innovative enterprise applications, advanced data analytics, and transformative AI strategies.

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NetSuite Technology accounting and finance Finance 52

CPA Practice

FEBRUARY 28, 2024

May 14-16, 2024 | Austin, TX – Register Rightworks will set the stage for accounting and tax professionals to learn actionable insights, innovative strategies and best practices that modernize firm operations and fuel thriving businesses at RightNOW 2024.

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Technology Texas accounting firms Education 113

Cherry Bekaert

APRIL 23, 2024

Its practical applications range from suggesting the next sen­tence when crafting emails to producing lifelike animations, from enabling smart and interconnect­ed manufacturing robots to efficiently distribute workloads on assembly lines to predicting customers’ preferences or even helping land a plane. How to Create a Successful AI Strategy?

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Technology Manufacturing B2C accounts payable 125

CPA Practice

MARCH 5, 2024

In a sector where trust and personal connections are paramount, incorporating EI into your daily practice not only boosts client satisfaction but also strengthens the collaborative spirit and leadership dynamics essential for a thriving practice. This practice lays the groundwork for personal and professional development.

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Withum

APRIL 4, 2024

Defined Benefit Cash Balance Plans offer a powerful strategy for highly compensated physicians, allowing substantial annual contributions—often exceeding $150,000. Key features include tax-deductible contributions and suitability for small physician practices with consistent or growing cash flow. He plans to retire in nine years.

Non-Profits 78

Non-Profits Tax public accounting Legal 78

CPA Practice

APRIL 23, 2024

The survey sheds light on the evolving landscape of technology investments and workforce dynamics among these businesses, providing valuable insights into their strategies and challenges. The key lies in synchronizing innovative operational strategies with technological advancements to drive tangible change.” “By

accounting firms 69

accounting firms Account accountant accounted 69

Withum

MARCH 4, 2024

Formerly an audit partner at a Big Four firm, Michael has deep technical and industry expertise, including having previously led Healthcare-centered practices. Michael is respected as a corporate advisor to executive leadership and board members on business strategies, industry dynamics, financial reporting and risk mitigation.

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Healthcare New Jersey audit Education 105

Accounting Insight

FEBRUARY 27, 2024

Today, most accountancy practices are alert to the time and cost they can save by migrating to the cloud. Making the shift away from servers has long been attractive to future-focused partners and practice managers keen to grow their firms and maximise efficiency. This enables seamless data flow between practices’ different functions.

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Account accountant accounted Technology 59

CPA Practice

MARCH 15, 2024

Starting March 22, each monthly session will zero in on current financial challenges, equipping today’s financial professionals with rich insights combined with practical tactics for growing accounting firm owners. Get ready to enhance practice management, expand networks, and elevate professional capabilities with Blueprints for Business.

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bookkeeping Education Tax accounting firms 105

CPA Practice

SEPTEMBER 25, 2023

Ray will join the TAG Alliances Advisory Board as a member of its Global Strategy Committee. Boston, Massachusetts Zachary Smargon, CPA, MSA, of South Boston, MA, has been promoted to Manager in the assurance practice. Samantha Troegner, of Portland, ME, has been promoted to Advisory Consultant in the assurance practice.

New Hampshire 105

New Hampshire Massachusetts CPA Real Estate 105

Cherry Bekaert

SEPTEMBER 27, 2023

It involves identifying inefficiencies, assessing existing methods and transforming business strategies to achieve better outcomes. Gain practical knowledge of aligning your continuous improvement efforts with your organization’s strategic objectives.

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Insightful Accountant

OCTOBER 26, 2023

Balanced Awakenings' Dr. Hannah Yang provides some insights practice owners can use to help leverage their market strategies and build momentum. Everything comes down to marketing.

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CPA Practice

FEBRUARY 15, 2024

We’ve been lucky to be invited to the AICPA AI in Accountancy Symposium, the Acumatica Summit in Las Vegas , the Oracle NetSuite Influencers’ Conference in Austin, ZohoDay 2024 in McAllen, Texas, the CPA Practice Advisor Top Thought Leaders Symposium, and Sage Transform 2024. So, What Makes Practical Sense with These New AI-Enabled Products?

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NetSuite accounting software Non-Profits Texas 105

Withum

FEBRUARY 20, 2024

Withum is excited to announce a strategic alliance with Good.Lab , a leader in sustainability and ESG solutions that empower companies to achieve their climate and sustainability objectives by building a foundational strategy for ESG along with quantified performance metrics. Read more about the alliance and Good.Lab’s capabilities.

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CPA audit Government 119

CPA Practice

FEBRUARY 19, 2024

More than a dozen of the accounting profession’s thought leaders will meet in Dallas this week for CPA Practice Advisor ‘s Thought Leaders Symposium. The group will discuss the key challenges and opportunities facing firms and professionals, and develop strategies for future firm success. The invitation-only event is being held Feb.

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Account accountant accounted Technology 69

GrowthForceBlog

MARCH 13, 2024

Key Takeaways Best Practices for Financial Management in Architecture Firms: Shifts in the economy and within the industry will impact your business.

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management accounting management accounts Account accountant 83

ThomsonReuters

JUNE 13, 2023

In the world of tax and accounting, advisory services include providing insights and strategies that help your clients build their business strategy, enhance decision-making, and successfully achieve their financial goals.

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tax return Tax bookkeeping services Technology 93

CPA Practice

FEBRUARY 21, 2024

While this has been studied at length by sociologists, the principles apply with regard to the ability of humans to use technologies to overcome more practical resource and productivity management issues. The discussion guided by Ed Kless, the senior director of partner development and strategy at Sage. Staff Writer

Technology 75

Technology CPA Account accountant 75

CPA Practice

JUNE 12, 2023

Many accountants and bookkeepers struggle with process inefficiencies, dated technologies, scope creep, and high friction with client collaboration, resulting in extreme workload pressures and limited capacity in their practices and lives. In other words, they are “flapping” when they should be “soaring!”

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bookkeeping Technology Education Maine 105

CPA Practice

AUGUST 15, 2023

It is offered as a six-week online course, with guest speakers that include faculty members with world-leading expertise, accounting firm leaders, and CEOs and CFOs of major corporations who can share insight into current practices and concerns. Assessment is continuous and based on a series of practical assignments completed online.

accounting and finance 94

accounting and finance Finance CPA Government 94

CPA Practice

APRIL 13, 2023

Deloitte has launched a new practice designed to help clients harness the power of Generative AI and Foundation Models to exponentially enhance productivity and accelerate the pace of business innovation.

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Legal Technology 124

Menzies

APRIL 23, 2024

New legislation to come in from 1st Oct The Department for Business & Trade published the Code of Practice on Tipping, setting out guidance on how tips can be distributed when the new law comes into place from 1st October , which is a three month delay from what we previously expected. Menzies LLP - A leading chartered accountancy firm.

Hospitality 52

Hospitality payroll chartered accountant Government 52

CPA Practice

APRIL 17, 2024

The survey sheds light on the evolving landscape of technology investments and workforce dynamics among these businesses, providing valuable insights into their strategies and challenges.The survey revealed that over the past five years, these savvy enterprises have been investing in the digital infrastructure of tomorrow.

accounting firms 52

accounting firms Account accountant accounted 52

CPA Practice

NOVEMBER 16, 2023

On the other hand, a value committee takes a holistic view of client engagements, ensuring that the scope of work, the resources deployed and the pricing strategy are all in sync to deliver and capture optimal value. Some firm leaders look for outside consultants to guide their pricing strategies.

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Account accountant accounted tax consultant 115

CPA Practice

OCTOBER 5, 2023

When practiced, it transforms routine client meetings into profound, trust-building encounters. As we dive deeper, we’ll unravel the psychology behind mindful communication, explore why accountants specifically should be all ears, and shed light on the tools and strategies to seamlessly integrate it into everyday client interactions.

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