Benefits

Featured Articles

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December 8, 2021 

How a Learning Culture Can Transform Your Practice

One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...

Paul McDonald

SurePrep

December 3, 2021 

SurePrep and Thomson Reuters Partner for Streamlined Tax Prep

Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...

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December 2, 2021 

Business Execs Lower Profit Expectations on Inflation Worries

Profit expectations are also under pressure, with the anticipated growth rate for the next 12 months dropping to 2.1% from 2.5% last quarter. Revenue growth projections, on the other hand, are up to 4.7% from 4.3%, quarter over quarter.

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November 23, 2021 

Checklist for End-of-Year Activities with Clients

As we march toward the end of another challenging year, the question remains if we are prepared for a glitch-free wrap of the business year. Along with tax and accounting, there are some tax, compliance, legal, information technology (IT), and ...

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November 18, 2021 

How to be Proactive vs. Reactionary as a Tax Pro

Clients look to their tax pros for expert advice. To showcase your proactive mindset, start sharing your expertise about broader topics and investments in their business you believe are the best for your clients in the long run.

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November 17, 2021 

How to Create a Lead-Generating YouTube Channel

If your firm isn’t leveraging a YouTube channel for its brand, you may be missing out. According to HubSpot, in 2021, “84% of video marketers say video has been effective for generating leads.” Benefits of YouTube for B2B Marketing When your video channel is optimized—meaning with keyword-focused titles and descriptions—you can reach a wider audience...…