Firm Management
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What Can be Done About the Accounting Talent Shortage?
SafeSend Unveils New AI-Powered Tools for Tax and Accounting Professionals
How AI Can Help Firm Partners Be Better Growth Builders
AICPA Offers Comments to IRS on Domestic Content Bonus Credit Requirements
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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 ...
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Client 2.0 – How to Meet Your Clients’ Next Needs
Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...
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Let’s Build a 2022 Q1 Marketing Plan for Your Firm
If you specialize in tax, this has probably not been far from your mind. If you provide other services, tax time is a great time to promote them because people are already searching for CPAs and accounting firms.
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Evaluating the New Tax Season Normal for Tax Advisors
By Jim Guarino, CPA, PFS, CFP®, MST. I was recently asked if I thought the upcoming tax season will represent a return to normal for tax advisors and their clients. To be honest, I thought, “What’s normal anymore?” If normal can be defined as adapting to perpetual change, then the answer is an emphatic “YES!” […]
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BKD CEO Highlights New Initiatives, Growth in Annual Keynote
BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...
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6 Tips for Managing Technostress
Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.
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Florida Firm Caler, Donten & Levine Joins EisnerAmper
Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...
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The Best Ways for CPAs and Tax Specialists to Offer Investment Advice
Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, CPAs and tax professionals are specialists in niches outside of investing, meaning...