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Summary In this episode, host David gathers a panel of industry experts to discuss the nuances of pricing and packaging in the accounting sector. The panelists include Mark Stovel, a CPA from Canada who runs a consulting firm for CPA owners and works as a fractional CFO; Luke Templin from Omaha, Nebraska, who operates a fractional CFO business and develops financial software; Ashleigh Sutter, who brings over a decade of experience in Client Accounting Services (CAS) and currently works at CLA; a
AI-driven firms fail to mention that if their AI-generated tax advice results in an audit, their customers, not the firms themselves, are held legally liable.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Small businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down how accountants can help clients navigate the cost and complexity of offering health insurance, retirement plans, and other benefits.
With the evolving cyber threat spectrum, data security has become non-negotiable for the accounting industry. Therefore, firms are always looking to improve their security posture. However, you cannot achieve an.
With the evolving cyber threat spectrum, data security has become non-negotiable for the accounting industry. Therefore, firms are always looking to improve their security posture. However, you cannot achieve an.
Most accounting firms think about percentages when they think of profit margins, but I’ll teach you how to increase your profits to the levels you want. The post How to Increase Your Accounting Firm’s Profit Margins appeared first on Future Firm.
The remarks give Republican negotiators additional breathing room as lawmakers remain at loggerheads over several issues in the massive economic package.
Senate Republicans appear to be making progress in resolving differences with House Republicans in the state and local tax deduction and other matters.
Speaker: Jason Chester, Director, Product Management
In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.
President Trump said he was ending all trade discussions with Canada in retaliation for its digital services tax, and threatened to impose a fresh tariff rate.
Effort to use the tax bill to eliminate regulations on short-barreled rifles, short-barreled shotguns and silencers have hit a roadblock with the rules-keeper.
The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.
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