Article

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July 8, 2021 

5 Ways for CPAs to Become Trusted Financial Advisors

The accounting landscape is changing rapidly as more CPA firms begin adding advisory services to their offerings. In one recent survey, 60 percent of firms reported offering strategic advisory services for clients. While the industry has known for ...

Justin Hatch

Automation_technology _.5558c5b706074

July 7, 2021 

How to Calculate the Real Benefits of ROI

By taking a simple, conservative, holistic view of the hard cost savings and operational efficiencies you can achieve, it becomes much clearer what the ROI is, and more importantly, all the areas in which your organization can move forward by automating.

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July 7, 2021 

Apps We Love – July 2021: Summer Reading

Planning your summer activities often includes pulling together a summer reading list. We surveyed several members of the CPA Practice Advisor community to find out what they are looking forward to reading this summer, or what they recommend for others...

Gail Perry

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July 6, 2021 

Getting Back to Work

WFH? Hybrid? Old Normal? What will your office look like going forward? McKinsey & Company surveyed 5,043 full time employees who work in government or corporate jobs during December, 2020, and January, 2021, asking about preferences for getting back ...

Gail Perry

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July 6, 2021 

Dress Code 1,2,3

Now when it comes to dress code in the workplace, you cannot fall back to one single answer, you need alignment. This means before you take a generic workplace and virtual meeting policy you find online and deploy it where you work, stop and think ...

Garrett Wagner

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July 6, 2021 

How to Help Your Clients Sleep Better at Night

It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...

Practice management

July 5, 2021 

How to Decide and Pitch Your Firm’s CAS Pricing

Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.