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Small businesses are now looking to their accountants for more than core accounting, audit, and tax services—they also want business advice. And while accounting professionals understand the need to provide business advisory services and move beyond basic accounting offerings, the uncertainty of where to begin when making changes to their firm can be daunting. In […]

Whitepaper. As a trusted advisor, you can do more than encourage your clients to stay on top of their tax obligations and hope that they find solutions on their own.

Build out your tech stack to expand to new compliance service areas. For accounting practitioners wanting to serve the growing needs of existing clients while attracting new clients with additional, differentiated services, embracing a digital strategy is key. A technology strategy for tax compliance services supports efficiency, growth, and client retention while enabling you to […]

Diversification is a fundamental principle of investing that ultimately helps you optimize your return while mitigating risk. Many investors focus heavily on Wall Street investments, such as stocks, ETFs, and mutual funds. While it is essential to diversify your investments across these assets, it is equally necessary to look broader. Read the whitepaper about how […]

Whitepaper: When small firms automate, they improve client service, make internal operations more efficient and solve staffing problems.

To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA, owner of The W2 Group (www.wiicpas.com) in Upper Marlboro, MD. Jeff has a full-service practice with several niches...

The three-day QuickBooks Connect journey features many exciting and entertaining events that not only transcend your ...

Your firm probably relies too much on tax season for revenues. That’s means you’re taking on too many clients and piling too much work on your employees.