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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Interview with an Admin: Tax season through the eyes of an administrative assistant
What’s it like to be an Administrative assistant at New Vision CPA Group, working for a Radical CPA? I asked our admin all about her…
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AICPA SEC and PCAOB Conference Highlights
AICPA SEC and PCAOB Conference Highlights Representatives from CCH Accounting Research Manager are attending the annual “AICPA Conference on Current SEC and PCAOB Developments.” This conference is…
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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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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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5 Ways to Prep Your Billing and Payments Processes for Tax Season
Before you become engrossed with tax returns, take time to examine your firm’s billing and payments processes. Make sure you’re set up for smooth workflows…
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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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