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Sales tax and accounting services

TaxConnex

Tax preparers are generally accredited individuals – certified public accountant (CPA) and enrolled agent (EA) are two common preparer designations – who have completed previous and ongoing education to understand compliance for varied tax purposes. Accounting services are often, but not always, exempt. Sourcing is huge.

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Los Angeles tax, accounting service

MyIRSRelief

How to fix my messy back-years accounting for my Los Angeles, CA business? If you have messy books for many back years of accounting, it can be overwhelming to try to organize and clean them up. This might include accounting software, a financial calculator, and reference materials such as tax guides or accounting textbooks.

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Client Accounting Services to Help Drive Your Business

AccountingDepartment

In other words, you might not have dedicated employees for HR, accounting, and other areas. Fortunately, there are ways to outsource a number of services, including client accounting services.

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Outsourced Client Accounting Services: Streamlining Financial Management

AccountingDepartment

Outsourced client accounting services play a crucial role in helping businesses take control of their financials. These services involve outsourcing the accounting and bookkeeping tasks to a third-party service provider, allowing businesses to focus on their core operations.

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Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

Accountants are the “Trusted Professionals.” Protecting data does not and should not result in a massive disruption to our business model, but instead, should be viewed as an opportunity to get to better know our clients and help them by delivering new services that in the past were never associated with a CPA firm. and more!

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Streamlining Financial Processes: The Impact of Client Accounting Services on Efficiency

AccountingDepartment

This is where client accounting services come into play. In this blog post, we will explore how client accounting services (CAS) streamline financial processes for businesses, highlighting the benefits of outsourcing accounting functions to improve efficiency and reduce administrative burdens.

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New Sole Proprietors, LLCs, and Corporations Need Accounting and Tax Services

MyIRSRelief

There are so many things to think about, from developing a business plan to marketing your products or services. One of the most important things to consider is accounting and bookkeeping. If you’re new to business, you may be wondering why accounting and bookkeeping are so important. To comply with tax laws.

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4 Steps to Building Your Client Advisory Services Practice With Passion & Purpose

Speaker: Amy Vetter, CEO of The B3 Method Institute

But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. Combining your passion and your business can be both exhilarating and a struggle.

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Crafting Your Accounting Innovation Strategy

Speaker: Donny C. Shimamoto, CPA.CITP, CGMA

Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it? By providing more holistic services to your “clients”, you can help them improve their overall performance and better position yourself to be a trusted advisor.

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Be an Odd Duck: Work on, Not in Your Public Accounting Practice

Speaker: Tom Bowman, CPA of Bowman & Company

Owners of Public Accounting firms are always telling their clients to work on their business and not in their business, yet many times do not take their own advice. It is possible to run an Accounting Firm and never do tax returns or financial statements! A 4-part Sales Presentation and Client Servicing model.

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Path to Becoming a CFO: David Goulden, CFO at Booking Holdings

Speaker: David Goulden, CFO at Booking Holdings, and Jeff Epstein, Veteran Tech CFO

Join us for this conversation between David Goulden, CFO at the world’s leading provider of online travel and related services, Booking Holdings — which includes Booking.com, Priceline, OpenTable, Kayak, and others — and Jeff Epstein, Operating Partner at Bessemer Venture Partners.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.