Writing a professional bio for your accounting firm website or social media profile can be a daunting task. Online, like an awkward dinner party, can be a difficult place to introduce yourself. The advantage of face-to-face interaction, though, is you can tailor your communication to the needs of the moment. However, online, it’s difficult to […]

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If your firm has trouble attracting high-quality accounting staff, it’s tempting to place the blame outward. Universities aren’t producing enough accounting graduates. Large firms use their vast resources to grab the best candidates. Millennials don’t want to put in the hard work you expect. However, don’t overlook internal factors that might be contributing to your […]

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You may be wondering if a database cleanup would be beneficial for your firm management system. We highly recommend CCH ProSystem fx Practice Management customers schedule cleanups on a regular basis to improve the speed at which the software performs. Firm management database clean-up also helps to keep the amount of data you have to […]

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In sci-fi movies, Artificial Intelligence (AI) often ruins man’s best laid plans. But artificial intelligence in accounting firms could be what finally sets us free.  This may be hard to believe, considering how much has been written about AI and computer automation making accounting obsolete. Currently, all signs point to this being true and that […]

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So, your firm’s tax workflow is paperless from beginning to end… Congratulations! But your work is not done. You may want to do a little spring cleaning, and find other areas of your firm that might benefit from being a little more paperless. Here are a few ideas to help you become a truly paperless firm. […]

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There are a many challenges tax professionals face when preparing a business tax return. Likewise, there are a number of solutions that can help firms address those challenges. When considering tax software, keep these five challenges in mind. Challenge #1 – Managing Trial Balances Challenge – Most business returns require a trial balance as an integral part […]

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