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Leveraging AI: 6 Innovative Strategies for Accounting Firms

CPA Practice

Businesses want to use big data to their advantage and will pay accounting firms for data-driven forecasts and projections. AI is assisting accounting professionals, allowing them to offer greater insights into the financial health of their clients’ businesses with forecasts and projections. Help prepare tax returns.

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Why You Should Add Financial Services to Your Accounting Firm

CPA Practice

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Adding financial services to your accounting firm can help bridge the gap and allow you to have a consistent workload year-round.

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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

the potential market available to tax and accounting firms is massive. Here are a few ways you can market your firm’s services to individuals and small businesses. A better approach is to build a reputation as an accounting expert. Individuals and small businesses turn to accounting firms during tax season.

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The Best Tech for Accounting Firms: The 2024 Tax and Accounting Innovation Awards Announced!

CPA Practice

As in 2023, AI systems were again dominant among the winners of the 2024 Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. “ AuditFile AI is like the self-driving car of auditing.

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CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

Register Today Date: Tuesday, July 18, 2023 Time: 2 PM EDT / 1 PM CDT / 11 AM PDT / 6 PM GMT Sponsor: SafeSend Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? SafeSend offers several foundational technology solutions for the tax and accounting profession.

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Webinar: Security for Tax Professionals

CPA Practice

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

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[CPE] What to Expect in the Upcoming Tax Season

CPA Practice

With 20 years of experience in public accounting and 16 years in tax software development, she has a deep understanding of accounting and tax companies’ needs and utilizes that knowledge to develop a quality tax preparation product. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor.

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