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April 1, 2014 

ThisWayToCPA 2013 Accounting Competition

They came. They (financially) planned. They conquered. The 2013 AICPA Accounting Competition gave students a shot at advising James, a bass-playing computer science grad who wanted to get a grip on his finances, pursue his dream of building a music-based mobile app. Teams with the most impressive personal financial plans presented them in Washington, D.C.,…

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April 1, 2014 

NASBA Releases Stats on 2013 CPA Exam Results

The National Association of State Boards of Accountancy (NASBA) has released the 2013 Uniform CPA Examination School Performance Book. The publication serves as a companion to NASBA’s Candidate Performance Book and features comprehensive statistical data from all (4) testing windows of the 2013 Uniform CPA Examination.

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April 1, 2014 

An Accountant’s Checklist for Client Meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

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March 31, 2014 

How Surety Bonds Help Minimize Construction Failures

Construction failures have recently gotten a lot of attention. #Sochiproblems and a twitter account dedicated to collecting all disasters have jokingly reported a variety of problems that contractors have left in the Olympic town.

 How Does Your Firm Handle Inept Clients?

March 31, 2014 

How Does Your Firm Handle Inept Clients?

After working with clients for (mumble) decades, I still don’t know how to resolve this. Unless you think your clients would be receptive to sitting through a course (live or webinar) on “How to be a Tax Client”?

Eva Rosenberg