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Whitepaper: When small firms automate, they improve client service, make internal operations more efficient and solve staffing problems.

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...

The three-day QuickBooks Connect journey features many exciting and entertaining events that not only transcend your ...

Your firm probably relies too much on tax season for revenues. That’s means you’re taking on too many clients and piling too much work on your employees.

With more accountants adding advisory services to their practices, having workable tools at your fingertips is more important than ever to create workflow solutions for your clients that help them grow.

Summer is a great time to assess your firm’s strengths, client base, and marketing efforts. Whether you have your own firm or are part of a team, keeping your QuickBooks Online Certification current is a component of life-long learning, as well as ...

Employee management is more than just payroll. It also requires attracting and retaining workers, HR, benefits management, insurance, PTO, tax filings, workers' comp and more. Learn how a PEO can give your clients confidence beyond payroll.

“Behind every good business is a great accountant.” And behind every great accountant is … a reliable payroll partner provider? Not exactly. Your payroll partner should be so trustworthy, reliable, and all-around grounded that they work from the shadows. It’s your practice and reputation, after all. They just help you shine. But if your payroll […]

The network and its features are currently rolling out in phases to accountants and their small business clients. It is expected that all U.S. accountants will have access in summer 2022, making the network one of the largest communities of ...

In 2019, Aronson, a leading firm based in Maryland, was looking to streamline its assurance document exchange process. In this case study, you’ll learn more about the challenges the teams at Aronson faced, how they evaluated technology solutions, an ultimately how they were able to streamline the document exchange process while leveraging innovative technology to […]

Serve your clients in productive ways, get more business, and free up your time to focus on improving your firm. Who wouldn’t want this for their business?

Spoiler alert: It’s payroll services. You might not think of it as your firm’s bread and butter (that title might already belong to advising or tax planning), but payroll can be pretty lucrative—if you play your cards right. Although manual payroll has long been a snafu for accounting professionals, leading some to steer clear of […]

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Your clients today need help with complex indirect tax compliance issues — work that’s been unprofitable in the past because of the tremendous work involved. And now it may be more complicated due to the expanding global footprint of ecommerce businesses. New cloud-based automated technologies allow accounting service providers to offer profitable sales tax research, […]

Historic backlogs at the IRS have led clients to contact accounting firms in a panic, wanting to know where a refund is or why an unexpected tax notice has arrived.

Busy season can be taxing. And every firm is looking for ways to simplify and streamline processes to make their teams more efficient. One of the easiest and fastest ways to increase efficiency is by choosing a PBC request list management solution. Instead of just getting you through, the right software can actually make busy […]