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Practice Management 2022: Four Key Growth Strategies for Your Accounting Firm

Mid-year is the perfect time to start thinking about the goals you have for your accounting firm in the next six months and into 2022. Growth is generally one of the primary objectives that many firms...

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Know Your Data Privacy Acronyms: GLBA and CPRA

Accounting services revolve around client data, and much of that data is sensitive and confidential financial and personal information. Tax professionals are prime targets for identity theft. Clients’...

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Updating your CPA firm’s data security plan for 2022

Progressively common cyber attacks have elevated the need for cybersecurity from a luxury to a necessity, particularly when it comes to businesses with large amounts of private data, like accounting...

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5 Professional Development Opportunities for Accountants

Anyone who owns or operates an accounting firm knows that highs and lows are common. That’s why it’s so important to invest that downtime into your clients, business, and talent – and there’s no better...

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How to Introduce a New System to Employees

Introducing a new system to your employees is hard, but for your workplace, it’s necessary. Technology is rapidly changing antiquated business structures and adopting new technologies is inevitable....

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Client Accounting Advisory Services Are Transforming the CPA World

Client accounting advisory services — “CAAS” or “CAS” as they are more popularly known — are transforming traditional accountancy by changing the way CPA firms serve their clients. Number-crunching and...

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The Road to Digital Transformation in Accounting

Whether full-time or on a hybrid schedule, plenty of people around the globe are working from home in today’s world, and that includes accountants. The days are long gone when accountants had no choice...

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CPA Firms Are Using OfficeTools and APX to Support Their Unique Needs

Changing industry practices, workforce transition, and technology adoption are transforming the face of accounting. For example, 2021 was a record year for mergers among firms. The move to a hybrid or...

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Important Things to Keep in Mind About Cloud Accounting Security

Accounting is one of those age-old occupations, steeped in tradition. The essentials of maintaining numbers related to a company’s financial activity or that of a private client haven’t changed much....

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Time Tracking & Invoicing: Making the Most Out of OfficeTools

Every business revolves around two crucial factors: time and money. Understandably, efficient management of both elements is vital for profitability and growth. Enter the realm of time tracking and...

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