IMGCAP(1)]When I started out I lost clients. Very few, but still losses. Some couldn’t be helped, such as a bank wanting a larger, more established and better capitalized firm. But some, early on, ...

Entry-level accounting packages are terrific. They provide excellent features, and are frequently a good value. However, regardless of how good or cost-effective they are, they don't serve your ...

During the COVID-19 pandemic, CPAs worked diligently on behalf of their clients and, in many cases, formed tighter bonds with them. If their clients owned businesses, they may have helped the clients ...

Referrals are a major source of new business for CPA firms, but they aren’t the only way new clients find their next CPA. Finding out how clients found your firm can help you develop strategies to ...

Harsh Patel is the CEO & Founder of Water and Shark. He writes about Leadership, Global Expansion & Insights on Business across the globe. In the ever-evolving landscape of finance and law, artificial ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

DALLAS--(BUSINESS WIRE)--In February, 2022, BaCo Tech announced that it would be rebranding to Once Accounting Technologies. It launched a temporary logo and webpage to explain the rebranding. As of ...

RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of accounting ...

Referrals are great. But let’s face it: Relying on them alone won’t fuel consistent growth. Today’s accounting clients expect quick answers. They demand clear value and personalized service. And with ...

Enrolled Agent-led firm brings over two decades of small business experience to Greater Phoenix area contractors and service companies. When you call with a question, you shouldn’t have to wait three ...