From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
Intuit, Inc.
4 Steps to Successfully Implement and Manage Change in the Workplace
Even with the most adaptable of employees, change management takes time, dedication and, above all, repetition.
Why Tax Professionals Need an Anti-fragile Mindset
Everyone knows the saying “hope for the best, prepare for the worst.” As tax professionals, we actually have to take this mindset a step further.
Discovering Your Firm Type to Pick the Best Tax Tools
Whether you’re a perfect fit for these five firm types or somewhere in between, investing in the right tech stack will save your business time, money, and energy.
Ensuring Success 2022 – 2 Days of Free Online CPE – Earn Up to 14 Hours
Earn from 1 to 14 hours of free CPE during this online 2-day event. Pick only the sessions you want to attend, and finish up your CPE requirements before the end of the year.
Intuit and Ignition Launch Tax Planning and Advisory Proposal Templates
The Tax Planning and Advisory Proposal templates which integrate into Intuit ProConnect Group’s latest product, Intuit Tax Advisor.
QuickBooks Online’s Business View: Simple, Efficient, and Personalized
When it comes to your practice, and keeping clients happy and set up for success, you need a system that not only saves time and ...
New Intuit Tax Advisor System Integrates Tax Prep and Advisory
ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies.