Remove financial statements Remove management accounting Remove tax planning
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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Administrative & Financial Support Moving into the realm of finances, a family office may handle bookkeeping, legal and estate planning oversight, cash flow management, financial advice, insurance management, accounting and tax filing oversight, and charitable giving management.

Tax 105
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Clients Want Actionable Data, Not Impossible-to-Parse Spreadsheet Dumps

Going Concern

“Businesses [are] seeking advice and assurance on a broad range of areas beyond financial statements.”. Technology is raising the role of the management accountant to be a more strategic role,” said AICPA Chair Anoop Mehta, CPA, CGMA. That’s not a conversation, it’s a terrible game of.xlsx ping pong.

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Top Remote Tax and Accounting Candidates of the Week | March 13, 2025

Going Concern

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)

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Top Remote Accountants of the Week | October 3, 2024

Going Concern

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

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Top Remote Accountants of the Week | January 23, 2025

Going Concern

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review for tax team Client (..)

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Top Remote Accountants of the Week | February 6, 2025

Going Concern

TAX CANDIDATES FTE Tax Accountant | Candidate ID #23752807 Certifications: CPA in process Education: BS Accounting Experience (years): 4 years tax and accounting experience Work experience: All in public accounting 250+ returns prepared for individuals and SMBs Tax projections, estimate calculations, tax research Personal property tax and fixed asset (..)

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The Subtle Nuances of A/R in QuickBooks Online - A Complete Guide & Workshop

SchoolofBookkeeping

In this Workshop Wednesday, we dive into the intricacies of managing Accounts Receivable (AR) in QuickBooks Online (QBO) and QuickBooks Desktop, addressing common mistakes and offering practical solutions. This is a common area of confusion, especially when managing financials in QuickBooks.