Firm Management
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Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
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4 Red Flags on Choosing New Clients
Hindsight is 20-20. Over the course of my career, I have regretted accepting select engagements. The interesting thing is a voice in my head always told me to “run!” I listen now after much aggravation and loss of time and money. The patterns that thes
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MyCPADashboard.com Simplifies Accounting Firm Workflow
Designed to be user friendly, MyCPADashboard.com provides accounting professionals with the ability to connect seamlessly to their clients via a secure user interface. Fully encrypted, both accountants and their clients can be assured that all data ...
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How to Expand Your Accounting Firm: New Clients, New Services, or Both?
Are you ready to grow your accounting firm? If so, there are a few ways to go about it. You can expand by offering new services or by targeting a new customer demographic. Or you can do both things at once. Here’s how to know if the time is right for ...
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3 Ways To Build Better Teams & Kill A Toxic Culture
Such a negative atmosphere is fairly common in U.S. companies. A survey by The Creative Group showed nearly a third of executive-level employees said that a colleague had tried to make them look bad in a variety of ways. A study by the Harvard Business...
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How I Use Disagreements to Build Stronger Teams
What do you do as a team member, if, after all the discussion and debate, the hours the team talked about a new direction, plan, or policy, you still disagree? What I see happen on most teams is acquiescence - giving in or just going along.
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How the QSEHRA May Help Small Accounting Firms
While the legislative drama surrounding health care claimed most of the employee benefits headlines in 2017, a new benefit quietly helped accounting firms and their small business clients to offer health benefits for the first time.
Moss Adams Acquires Transaction Partners
Moss Adams LLP, a national accounting, consulting and wealth management firm, has acquired Transacction Partners, a virtual outsourced finance and accounting firm. Effective April 1, 2018, the acquisition expands existing Moss Adams capabilities in ...
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5 Reasons Your Firm Might Be Giving Business to Your Competition
I've helped several accounting firms break the $1M revenue barrier. I'd like to share with you the 5 major reasons businesses choose to work with my clients, as well as some reasons they are able to retain clients.