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IRS: Security Threats Against Tax Pros Remain a Daily Threat
Small Businesses Hired At a Slower Pace in June
Distracted In the Office? New Study Finds You’re Not Alone
Americans Lead the World In Taking the Fewest Vacation Days
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Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.
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Schneider Downs Wealth Management Names New CEO
Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.
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Spend Management is the Next Focus for Client Accounting Services
Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.
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Client Relationships 2.0: Enhancing Trust with Expanded Offerings
Prioritizing communication, building a client-centric culture and gathering feedback will help you strengthen that trust while meeting your client’s needs and adding value.
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AI Stats and Trends for Small Business Marketing
The small businesses who are currently using tools powered by AI overwhelmingly agree that it is making their businesses more successful. They are working more efficiently, saving money, improving customer experiences, and growing quicker.
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How to Accurately Price Advisory Services
It involves an understanding of your clients' unique needs, the complexities of their business, the value your firm is offering and bringing to the table, and the competitive landscape.
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CPA.com and Good.Lab Partner to Help Accounting Firms Provide ESG Advisory Services
CPA.com is spearheading efforts to support firms with strategy and business model design around ESG.
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CAS 101: Building a CAS Practice
Building a CAS practice can take time but data shows it is more than worth the investment — survey data indicates that 72% of respondents indicate that they have a strong growth pipeline for their CAS offerings.