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The Power of a CPA Coach: A Guide for Accounting Firms

Future Firm

A business and CPA coach can be a great asset for accounting firms that want to not only grow their business but also improve their work-life balance. In this blog post, I’ll be exploring the power of a CPA coach as a tool for driving success. Table of Contents Why My Coaching Experience Might Matter To You What is a CPA Coach?

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What's the strangest class you took to get to 150 hours?

Blake Oliver

A listener confessed to taking "Beginner's Walking/Jogging" as his final class before earning his 150 credits to sit for the CPA exam. He went back to his college transcript, and sure enough - In the summer of 2013, he passed "Beginning Walking/Jogging" with an A, graduating that August with exactly 150 semester hours.

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The 6 Best Outsourced Accounting Firms to Consider in 2023

Jetpack Workflow

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. Founded in December 2013, they provide dedicated outsourced accounting talent to international firms of any size. The 6 Best Outsourced Accounting Firms 1.

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Marketing for Accountants: The Top 19 Strategies

Future Firm

If you want some more inspiration for your CPA firm, you can check out my 39-Must Listen Accounting Podcasts. Take Hector Garcia, CPA for instance. My friends over at Kruze Consulting do a great job with their Founders & Friends Podcast where they interview people in their target market on the show. 3) Send Newsletters.

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Accounting Firm Names: 1000+ Ideas for Modern Firms

Future Firm

Table of Contents How to Choose a CPA Firm Name? While I think it’s possible to overthink this side of things (ex: Apple is a pretty bad name, yet it’s one of the most valuable companies in the world)… You still want a name that you’ll like, but also makes sense for your clients.

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Accounting Practice Management Software: The Top 17 Roundup

Future Firm

Important categories to evaluate when choosing a workflow management software for your CPA firm. When I started my cloud based accounting software firm in 2013, I was actually on Workflowmax, so I do have some experience with this accounting practice management software. Online Payment Providers: Stripe and CPA.

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Tax Deadline Extended, IRS Yet to Confirm

Cloud Accounting Podcast

Way back in October of 2013, I became ClockShark's very first Twitter follower. I spotted an article in CPA Trendlines, a report looking at what happened, in previous downturns, to the accounting profession and trying to figure out what might happen now. So, people who were gonna take the CPA exam, now, that's delayed.

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