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Why Practice Management Software is Important During the Holidays

The holiday season is upon us. While it’s an enjoyable time of year for many, it can also be a time that poses...

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4 Ways Accountants Can Improve Operations With Microsoft 365

Adopting new and innovative technology enables accountants to stay updated with current standards and market trends,...

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Under-Used Microsoft Tools to Benefit Your Practice

Microsoft Office is much more than just documents and email. There are lots of little features built into Microsoft...

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IRS Reminders for Individual Taxpayers

The IRS has been announcing reminders for individual taxpayers, who have additional factors to consider when they file...

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The Tax Professional’s Guide to the 2021 Form W-2

It’s almost time for year-end tax filings and the rush of getting your clients’ paperwork in order so they’re ready to...

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How to Talk to Your Clients About the Income Statement

Yesterday I was assured by several different professionals that clients still hand in a “shoebox” full of receipts to...

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Best Onboarding Practices for a Great Client Experience

We are almost upon busy season, and it's the time when many leads come in the door. Preparing for the season is vital....

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Tips for Managing Remote Accounting Staff

Since the onset of the COVID-19 pandemic in early 2020, many accounting firms have been allowing employees to work...

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Improving Your Practice Operations with Microsoft Planner and To Do

The accountant and bookkeeping business models have expanded significantly over the years to include critical services...

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