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How to Use ChatGPT to Create Forms and Templates for Accounting Firms

CPA Practice

I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.

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Massachusetts CPA Firm Venning Set to Become Largest Minority Owned Firm in U.S.

CPA Practice

This strategic move marks a significant milestone in the firm’s growth and evolution, positioning it for even greater success in the future. The firm merged with Agawam, Massachusetts-based accounting firm, Corbin & Tapases on September 27. The staff and clients of Corbin will join under the new Venning brand.

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CPA Firm Managing Partner Weighs in on How to Rebuild the Talent Pipeline

CPA Practice

“The one who did choose accounting, obviously we didn’t ask this question, but to the others we asked: Why didn’t you choose accounting? Pretty much overwhelmingly they said it was because you have to have an accounting degree and a CPA, which isn’t true. You don’t have to be a CPA.

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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

That insight stuck with her, Shaul recalls, adding that it planted the seeds of her own path to success and owning her own firm. A culture of happiness and growth In the six years after she became a CPA, Shaul worked at several accounting firms and experienced some less-than-ideal managers.

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Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants

CPA Practice

Growth is often top of mind for accounting firm leaders, but what does sustainable growth actually look like in practice? In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. This is a majority of our work when we consult with larger firms.

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How to Use Microsoft Copilot for CPA Firm Marketing

CPA Practice

What challenges does Copilot solve for accounting firm marketers? Prompt : Develop a 3-month content calendar for our blog including topics such as [payroll pain points for seasonal companies, business expenses for realtors, etc.] Copilot can help you craft engaging posts, as well as schedule it to your social media accounts.

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Bharmal & Associates, Inc. Receives First Reviews on Clutch, Maintains Perfect 5.0-Star Average on the Platform

Bharmal&Associates

We’re no ordinary accounting firm here at Bharmal & Associates, Inc.! From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. Based in Orange County, Southern California, we received our first reviews on Clutch and maintain a perfect 5.0-Star