CPA Practice

DECEMBER 4, 2023

As part of its multi-part GenAI initiative, CPA.com released a GenAI Toolkit featuring practice-specific use cases and a security checklist to help firms build smart, safe AI strategies. The AICPA and CPA.com are delivering education and resources to help guide members during this time of rapid change.

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Mark Lee

SEPTEMBER 13, 2022

Before I share my website checklist let me start by making some key points about accountants’ websites. My checklist is much simpler. That’s my checklist. I would also add that, for sole practitioners, most of the content on my checklist can be set out on just 2 or 3 pages of a website.

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CPA Practice

JULY 27, 2023

Technology Awareness : Subscribe to tech newsletters, attend tech conferences and maintain relationships with tech companies to stay updated on new technologies impacting accounting practices. Subscribe to industry-leading tech magazines and online publications. Independence : Be transparent about your partnerships and affiliations.

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SchoolofBookkeeping

FEBRUARY 24, 2024

QuickBooks Desktop Pro/Premier to QuickBooks Online Plus QuickBooks Online Advanced to QuickBooks Enterprise EXAMPLE: What if I own QuickBooks Premier 2021, a stand-alone edition, and subscribe to Enhanced Payroll with 10 Employees? We've compiled a checklist of things to do after the conversion to set up your file.

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Going Concern

APRIL 7, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. In the author’s opinion, too many auditors misinterpret the SEC’s independence rules, which results in a checklist mentality to compliance that misses the true spirit of the SEC’s independence requirements.

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5 Minute Bookkeeping

DECEMBER 2, 2021

If you’d like to do the same, I highly recommend you use this link to get my [free] Smart Review Checklist. Additionally, subscribe to my YouTube channel , ring the bell, and give me a thumbs up, and share your questions with me there.

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Ryan Lazanis

MAY 17, 2022

Basically, you can give away parts of the presentation in the form of an eBook, checklist, or any other kind of downloadable content. He was over 93,000 subscribers as of the time of writing: Think of the exposure he gets every time he releases a video…. No fancy software or technology is needed! Take Hector Garcia, CPA for instance.

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SchoolofBookkeeping

FEBRUARY 22, 2024

Existing subscribers of Professional & Premier will continue to renew for now. We've compiled a checklist of things to do after the conversion to set up your file. A recent announcement is the discontinuation of sales of new subscriptions of Pro and Plus on 7/31/2024. This is good news for customers who need certain features.

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Ryan Lazanis

SEPTEMBER 6, 2023

I also like Karbon’s checklist as it’s pretty straightforward with no frills. It simplifies the process of obtaining data by serving as a structured client checklist, accompanied by automated reminders, to eliminate the challenges of managing emails, fragmented systems, and complex shared documents.

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Account accountant accounted Technology 98

ThomsonReuters

OCTOBER 19, 2022

Not yet a subscriber? Changes to the Electric Vehicle Credit – Checklist, Client Letter, Guidance. Checkpoint resources: Checklist: 10012.1, Please note that access to the resources below requires a Checkpoint subscription except as otherwise stated. Sign up for a free 7-day trial today! Corporate Alternative (Book) Minimum Tax.

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Menzies

FEBRUARY 3, 2023

As a Xero Platinum Partner , Menzies are well aware of the capabilities that a platform like Xero could have for self-employed barristers and are able to offer you a discount on your Xero subscription if you subscribe through us. We’d love to talk and show you more!

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Snyder

FEBRUARY 1, 2023

Lead-to-customer conversion rate: The lead-to-conversion rate helps you figure out how many new organic visitors, email subscribers, and free trial users are converting into paying customers. You can follow this checklist to improve your technical SEO: Check files: sitemap.xml, robots.txt files.

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Going Concern

APRIL 14, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. television production studio.

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Cherry Bekaert

NOVEMBER 28, 2023

This means that creditors cannot simply use CFPB sample adverse action forms and checklists if they do not reflect the actual reason for the denial of credit or a change of credit conditions. Small businesses can continue to monitor FinCEN’s website for more information or subscribe to FinCEN updates.

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Real Estate accounting and finance Finance Hawaii 52