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The 10 Best Tools Every CPA Should Know About

Jetpack Workflow

This guide will help you discover the 10 essential software solutions and tools for CPA firms that countless firm owners use to integrate and enhance their workflows and help save valuable time. Zoho Zoho is a feature-rich, cloud-based tool with accounting, CRM, and project management tools in one platform.

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Top 10 Subscription Management Tools of 2024

Invoicera

Think of it as your friendly guide to smooth sailing in the world of subscriptions. By 2025, the subscription economy will reach a market size of $1.5 Source: UBS Wealth Management If you own a subscription business, you might be looking for a tool to make your financial management easier. No worries, we’re here to help you out.

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How to use Google Sheets as a database?

Nanonets

From business analysts to Management consultants, Excel and Google sheets have been used the most. This makes Google’s sheets user interface universally familiar and easy to store and manipulate data. In this blog, I’ll discuss how to use google sheets as a database and the various methods available!

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Marketing for Accountants: The Top 19 Strategies

Future Firm

Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Most of them will take consistent time, resources, and effort on your part. Because I’ve been able to create blog posts that show up on Google’s first page for the topic that I’m writing about.

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Retrieval-Augmented Generation and RAG Workflows

Nanonets

Here’s how RAG makes magic with simple AI workflows: Knowledge Base (Input) : Think of this as a big library full of useful stuff—FAQs, manuals, documents, etc. When a question pops up, this is where the system looks for answers. Trigger/Query (Input) : This is the starting point. If it’s a question, it digs up an answer.

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How To Start a Bookkeeping Business in 2022 [Step by Step]

Future Firm

Great news, because this step-by-step guide will cover the critical 7 steps you’ll need to follow to set up a modern bookkeeping practice and to land your first clients. In this guide, you’ll learn: How to set up a strategic business plan. In this guide, you’ll learn: How to set up a strategic business plan. Table of Contents.

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Accounting Practice Management Software: The Top 17 Roundup

Future Firm

Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time. Looking for the best accounting practice management software for your firm? Good news, because this is the ULTIMATE accounting practice management software round-up post. Key Takeaways. Table of Contents.