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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Professionals on the Move – Oct. 2019
Professionals on the move is a roundup of recent promotions and staffing changes in the accounting profession.
2019 Digital CPA Conference Keynote Speakers Announced
The Digital CPA Conference is designed for CPA firm partners, managers and, staffers responsible for rolling out cloud solutions, and business development, firm marketing and human resources directors within firms.
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...
Crafting a Plan: How to Be Strategic in Offering Client Accounting Services
In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a […]
How to Maximize Profits and Revenue for Your Firm by Scaling CAS
Firms looking to scale their CAS offerings frequently face some common complications. Among them are converting compliance clients to CAS, securing buy-ins from partners and practices, establishing a marketing plan and marketing resources, optimizing ...
AICPA to Host Forensic and Valuation Services Conference Nov. 4-6 in Vegas
New technologies, emerging industries and renewed interest in complex financial instruments are among the many issues that will be discussed during the American Institute of CPA’s (AICPA) 2019 Forensic and Valuation Services Conference. The conference, being held Nov. 4-6 at Caesar’s Palace in Las Vegas, offers professionals the opportunity to hone their skills and build […]
High-Growth Accounting Firms Generate Nearly $1 Million More in Revenue Per Equity Partner
High-growth firms spent nearly 42% more of their marketing budget on digital marketing techniques than low-growth firms. While traditional marketing investments such as sponsorships, membership dues, and networking events remain top expenses at most ...
Wolters Kluwer Launches Client Collaboration Module
The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...