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TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.
November 20 -
With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.
November 6BNY Pennsylvania and BNY Wealth -
CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.
October 22AddEvent -
Communications between you and your clients can contain sensitive information that neither of you would want distributed to others.
October 7Accounting Today -
Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.
September 13American Management Association International -
When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.
August 13American Management Association International -
SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.
August 1 -
Keep your videos brief and focused on a single point to make them most impactful.
July 29L&H CPAs and Advisors -
When you announce the new tax season to your clients, let them know it's a new benefit you're offering.
June 25L&H CPAs and Advisors -
Plus, Wolters Kluwer launches solution for shortened securities settlement cycle; and other accounting technology news.
May 31