From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
In 2021, cybercrime cost U.S. businesses more almost $7 billion, yet today, only 50% of U.S. businesses having a cybersecurity plan in place.
Dozens of the profession’s thought leaders met virtually as part of Avalara’s Accounting Meta Influencers sessions. They identified and discussed critical issues facing the profession.
When it comes to your practice, and keeping clients happy and set up for success, you need a system that not only saves time and ...
ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies.
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA, owner of The W2 Group (www.wiicpas.com) in Upper Marlboro, MD. Jeff has a full-service practice with several niches...
Marketing Manager, Intuit Employee Management Solutions, Intuit Mountain View, CA Education: MBA, San Francisco State University Civic Involvement: Live Intuit’s value ‘We care and give back’ by volunteering at community events such as RAFT (Resource Area for Teaching) and participating in ‘A Rose of Thanks’ to thank U.S. Armed Service members in the Gulf Region. […]