End of Year Project: Set up Project Pools
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Start a Client Newsletter
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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Year in Review: The Year of Firm Operations Management
Although firm operations used to be an afterthought in accounting firms, more and more firms are taking a more structured approach. In fact, firm operations…
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End of Year Project: Create and Use a Client Portal
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Update Your Client Database
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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The future-ready firm: New podcast discusses the latest developments
As firms prepare to become future-ready, they need to stay on top of the latest trends, without getting sidetracked by hype. To help distinguish the…
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End of Year Project: Organize and Digitize HR Documents
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Review Retention Policies and Purge Expired Files
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Review and Update Security Policies
Our new ebook, Firm Operations: Office Productivity Projects, provides how-to instructions for 9 projects firms can complete before the end of the year. Varying in…
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3 Things innovative accounting firms should do to prepare for the future
Everyone’s talking about how accounting firms need to transform for the future. In fact, the CCH Connections: User Conference 2018 Annual Survey Report takes a…
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