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AICPA Endorses Provisions of Tax Administration Simplification Act
Accountants Among the Happiest Workers in the U.S., New Study Finds
Number of the Day: $839,687
NATP and Blue J Team Up to Enhance Tax Research Capabilities
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How CFP® Certification Can Sharpen Advisory Skills
As more and more accountants look to broaden their careers, many will look to financial planning as a natural extension of their current skill set.
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5 Ways to Grow Your Client Base
Keeping your pipeline full should be a top priority. While marketing is an effective way to attract new clients, it isn’t the only thing that you should do to grow your client base.
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BPM Launches Data Analytics Service Aimed at Delivering Clients Actionable Insights
The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and improve overall business performance.
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Making the Leap from Tax Compliance to Advisory Services
Tax compliance may seem far from advisory services, but it’s an amazing place to start. Your clients know, like, and trust you, and most want more from you. This starts with increasing your capacity so you have time to take on this work.
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From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
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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.
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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.
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.