Article

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March 8, 2021 

4 Keys to Successful Technology Planning

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

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March 5, 2021 

Discover Two Key New Features in QuickBooks Online

Thanks to the cloud, if there is one thing that is consistent about QuickBooks Online, it’s the ability to evolve the product. Based on the feedback of CPAs and accountants who want to work with their clients as efficiently as possible, Intuit is ...

Practice management

March 4, 2021 

How to Increase Your Fees with Current Clients

Make a list of all the services you’ve been providing for your client. This will give you a more precise look into how much work you put into your service. Have you recently expanded your practice to incorporate new services? If the answer is yes, then...

Shahram Zarshenas

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February 26, 2021 

6 Reasons to Prioritize Continuing Professional Education in 2021

By Bryan Kesler, CPA CPAs have been long revered as trusted and competent economic advisors for entrepreneurs and businesses in achieving their financial milestones. As reliable monetary advisors, CPAs are meant to help their clients solve complex accountancy problems and maintain a certain standard of quality while delivering their services. Financial roadblocks faced by individuals...…

cyber security data_10816596

February 26, 2021 

Security for a Work-From-Home World

If you didn’t begin 2020 relying on cloud-based technology to allow you to work from anywhere, you almost certainly ended it that way. With a global pandemic forcing us to avoid group gatherings, some offices went remote for the whole of the year and ...

Amy Vetter