CPA Practice

MAY 30, 2023

Clients want more from your firm than basic accounting and compliance work. In fact, a recent report from Thomson Reuters found that 95% of surveyed accounting firms said their clients want more advisory services. By Joseph Graziano, CFP®. Email marketing: Email marketing is a highly effective way to nurture leads.

Education 124

Education basic accounting accounting firms accounted 124

Basis 365

FEBRUARY 22, 2023

Bookkeeping services usually include the following: Charts of accounts and ledgers Bank reconciliation Cash flow management Analyse financial Reporting It is better to write down your requirements for your bookkeeper. Education Qualifications A graduate in commerce is required to become a bookkeeper.

bookkeeping 105

bookkeeping bookkeeping services Education basic accounting 105

CPA Practice

JULY 12, 2024

Showcase Technology Integration: Highlight how you leverage technology to enhance service delivery and client experience, e.g., cloud accounting, AI-driven analytics, etc. Emphasize Value-Added Services: Promote advisory services that go beyond basic accounting, such as financial planning, budgeting, and strategic advice.

accounted 52

accounted accountant Account bookkeeping 52

CPA Practice

FEBRUARY 22, 2024

A New Approach Docyt University is unlike traditional accounting education in that it offers members the ability to tailor the training experience to suit their needs. It’s perfect for classically trained accountants who want to level-up their skill sets by learning new advanced AI tools and techniques.

accounted 59

accounted accountant Account accounting and finance 59

Reckon

JULY 24, 2023

Today, modern bookkeepers are not limited to accounting – in fact, with the right education, you can facilitate everything from strategic client engagement and compliance to offering professional advice about leadership, cloud software adoption and automation technologies.

bookkeeping 52

bookkeeping bookkeeping software Education Technology 52

Withum

FEBRUARY 9, 2022

I am teaching Intermediate Accounting this semester at Baruch College, which is my alma mater, and while it is remote, I am starting to have one-on-one Zoom meetings with students, and I find that energizing. When I started in accounting, advisory services were limited to helping clients work through problems. It worked well.

intermediate accounting 59

intermediate accounting tax consultant basic accounting Start-ups 59

Going Concern

MARCH 11, 2024

Minnesota’s proposal to add a second pathway to CPA licensure that doesn’t require 150 hours of education is moving forward in the MN Senate. Another said: “Still in shock, lack of transparency resulting in [a] lack of trust, the floor looks disconnected.” EY laid off 150 people three days before Christmas last year.

audit 64

audit Minnesota accounted accountant 64