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There is a distinction between traditional automation and AI that's important, especially in the context of tax management.
November 14
Avalara -
Have you ever looked at the websites of the top five CPA firms in your market and observed what similar services they provide?
November 13High-Growth Consultant Group -
Strategic growth requires a plan, execution and something new to present to potential clients.
November 13
Withum -
Conflicts, independence and wisdom sit in the native-built corporate tree.
November 13
Intapp -
Proposed regulations from the IRS are generally effective beginning in 2024.
November 10
Wolters Kluwer Tax & Accounting -
Whether it is maintaining secure databases for client information or keeping employees safe from phishing attacks, cybersecurity should be a top priority.
November 9
Bill -
How to offer advisory services the right way
November 8
FFP Wealth Management -
CPAs' real pay; crypto data released; factoring receivables; and other highlights from our favorite tax bloggers.
November 7
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Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.
November 7
L&H CPAs and Advisors -
Delaying a payment or not paying an invoice are ways for a client to give voice to a problem with your services without causing an immediate confrontation.
November 6
Withum