Firm Management
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TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season
Provider
CohnReznick Forms Alliance with Tipalti
MassCPAs Hosts 21 High School Students for Summer Accounting Careers Exploratory (ACE)
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Faster Payments: BQE and Stripe Partner to Help Accounting Firms
BQE Software Inc. and Stripe have partnered to help professional service firms get paid faster via online payment solution with automated posting to BQE Core accounting.
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Addressing the Fear of Automation
The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.
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Understanding Your Clients’ Challenges is the First Step
By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...
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6 Process Improvement Considerations for CPA Firms
The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...
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Back to the Chalk Board – Marketing To Educators and Tutors
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.
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Protect Client Documents with a Secure Portal
How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.
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8 Ways to Advise Your Clients Outside of Tax Season
Let’s start here: I am not a tax professional. I understand very little about taxes beyond the W-somethings I fill out at work. Fortunately, I don’t need to be an expert. That’s what my CPA, Dorothy, is for. And she’s been an incredible asset to me these last several years, helping me move states, change […]
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How to Attract the Top Accounting Talent to Your Firm
Demand for accounting and finance professionals remains high according to July's jobs report numbers from the U.S. Bureau of Labor Statistics (BLS). Employers added 164,000 jobs in July, including 6,300 jobs in accounting and bookkeeping services.