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May 19, 2014 

CPA2Biz Rebrands Itself as CPA.com

CPA2Biz, a subsidiary of the American Institute of CPAs, has changed it's name to CPA.com to more closely align the business with its mission of "empowering CPAs and businesses for the digital age."

 The Secret Sauce to Beating the Competition

May 15, 2014 

The Secret Sauce to Beating the Competition

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Hugh Duffy

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May 15, 2014 

Intuit Acquires Online Accounts Payable System Invitbox

Intuit announced late Wednesday that it has acquired Invitco. The Australia-based company is the developer of Invitbox, an online system for managing accounts payable. Intuit is the company behind QuickBooks, TurboTax, Quicken, Mint and many other small business and financial management systems.

 BDO Acquires Fort Worth Accounting Firm

May 13, 2014 

BDO Acquires Fort Worth Accounting Firm

The national accounting and business services firm BDO USA is acquiring the Fort Worth, Texas-based firm of Hartman Leito & Bolt, the firms announced on Wednesday.

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May 13, 2014 

How to Discourage Clients from Price Shopping

Do clients ever tell you they’ve priced-shopped your services? Do they ever leave with no explanation, maybe because they were price focused? Or are you worried you’ll have to lower your prices or continue to forego increases in order to retain good customers?

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May 13, 2014 

Holistic Accounting – A New Approach

In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.

Dave McClure

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May 12, 2014 

The Ultimate Windows Update

While tax and accounting professionals were feverishly trying to finish the 2014 tax season, Microsoft dropped two bombshells on the Windows Operating Systems.

Dave McClure

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May 12, 2014 

LEAN up Your Firm’s Tax Season Debriefing

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.

Roman Kepczyk