By CPA Trendlines Research
Losing bad clients might be a good idea in some cases, but in most, accountants prefer to keep good clients.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Here are 10 common ways that CPAs and tax professionals risk losing clients (and their own reputations).
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The tax and accounting sector shows signs of accelerating change.
By CPA Trendlines
Salaries at CPA firms are entering their second year of marked year-over-year gains, even as billing rate increases remain few and far between, according to a new analysis by CPA Trendlines.
Exclusively for PRO Members. Log in here or upgrade to PRO today.An industry that once seemed stable and predictable is now anything but. Some can call it a transformation. For others, it’s a massive dislocation.
By CPA Trendlines Research
Public speaking is a great way to demonstrate your expertise, meet new people, connect with clients and potential hires, contribute to various communities and bolster your firm’s brand and presence.
Exclusively for PRO Members. Log in here or upgrade to PRO today.There are plenty of opportunities out there. Here are 10.
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TaxDome and Juno Founders launch integrated end-to-end tax workflow.
By CPA Trendlines Research
In the increasingly crowded and fast-evolving world of practice management software, two upstarts tell CPA Trendlines’ Rick Telberg they’ve found a way to change the game.
MORE in Tech | How TaxDome and Juno Just Changed the Tax Tech Game | Aiwyn Enters Race for the All-in-One Practice Management Platform | Is Practice Management Having Its Moment?
“Clients demand a unified experience — they don’t want multiple portals and logins,” says Ilya Radzinsky, TaxDome’s co-founder, in an interview for CPA Trendlines. “At the same time, firms need complete tax workflows that actually work end to end. This launch delivers both: one seamless client experience paired with AI-powered tax preparation that removes manual data entry and increases firm productivity.”
By CPA Trendlines Research
A news release is a short article you can send to newspapers, radio stations, podcasters and other media. It announces something new about your firm or provides the basic information a reporter needs to start writing an article.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Sometimes a newspaper will run the release just as written, especially if you tell them it’s exclusive to that organization. Here are 10 topics you can write about.