This edition features articles on common mistakes to avoid for your accounting firm, effective marketing tips and a guide to staff training to boost performance and efficiency. In case you missed to join us at our webinar “The Washington National Tax Roundtable Insights Symposium”, we have added the recording specially for you in this newsletter.

We are sending these newsletters to communicate the newly-added industry updates, share ongoing initiatives, and help you understand how we can contribute to your organization. 

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Outsourcing 101

Outsourcing 101 for Accounting Firms: Avoid ‘These’ Common Mistakes

Outsourcing accounting services is becoming a common practice for CPA, EA, and accounting firms across the states. There are many benefits of outsourcing accounting services such as reducing cost, saving time, getting flexibility, gaining expertise, and managing risk.

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Marketing Tips

Outshine Your Competition: Effective Marketing Tips for CPA Firms

As a CPA firm, you know that tax season is the busiest time of the year. However, just because tax season has ended does not mean that your firm’s revenue has to come to a halt. In fact, the off-season can be an excellent opportunity to promote your CPA firm’s services and acquire new clients.

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Staff Training Guide

A Guide to Staff Training in Accounting Firms: Boost Performance and Efficiency

Employee training programs are essential for maintaining your firm’s reputation and preparing staff for their responsibilities. But how do you create an effective training program that boosts performance and efficiency? Here are some tips.