Benefits

Featured Articles

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September 10, 2021 

Remote Sales is Changing Business

The enterprise sales cycle is typically measured in months, if not years. Products and services are often complex, and when you’re helping companies automate their vendor payments like I am, you’ll end up working through some process changes.

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September 8, 2021 

Tech and Policies for Collaborating in the Hybrid Age

With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.

Amy Vetter

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September 7, 2021 

Does Working From Home Negatively Impact Employee Benefits?

Even before the pandemic some CPAs worked from home, running their own small firms providing services for local businesses and individuals. For CPAs who work for larger firms and were in an office setting daily, shifting to remote work was a new ...

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September 1, 2021 

Is Half-Retirement Right for You?

Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...

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August 31, 2021 

Make This a Learning Year for Tax Pros

Turn this year into the year you can set your firm and clients up for further success by testing the waters on operational goals and new products, before diving in. Becoming fully virtual doesn’t need to be the end goal but taking steps to modernize ...

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August 27, 2021 

How to Launch People Advisory in Your Practice

Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...