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New guide focuses on improving cash flow to grow the business

Abrigo

Owners who are busy running the day-to-day business may lack the time or financial expertise to identify why cash isn’t coming in fast enough to provide a decent cushion or resources for growth, but they don’t have to accept the status quo.

eBook 171
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Small U.S. accounting firms and their consultative future

Abrigo

The recent Accounting Firm Operations and Technology Survey (AFOT), available as a PDF eBook at CPA Trendlines , produced by Randolph P. The difference in consulting and compliance services can be vast when regarding price and staff requirements. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice.

eBook 221
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Accounting firm clients want these services from you

Abrigo

Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins. After all, accountants are commonly known as providing services such as tax preparation and audits.

Taxes 150
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TokenEx On PCI Scope Creep And Getting Into GDPR Gear

PYMNTS

PCI compliance is vitally important for businesses that process credit cards. That’s why utilizing tokenization to eliminate the need to store sensitive data in the first place can reduce scope and simplify compliance, said John Noltensmeyer, TokenEx’s Head of Global Privacy and Compliance Solutions.

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Retaining and building loyalty with the “right” accounting firm clients

Abrigo

At the end of the day, a good client is someone who’s more than just the underlying compliance client – they’re consultative clients as well.” Hylan explains that these clients, commonly referred to as “A” or “B” clients, see the accountant as a trusted resource and are calling your firm before they make major decisions.

eBook 150
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How to develop proactive advisory services

Abrigo

While it sounds great in theory and everyone agrees, just how is this to be accomplished when most of your efforts are currently focused on finding new clients for the seeming financial security of gaining a heap of tax and compliance work? Make more money working fewer hours.

How To 150
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Poll: Accountants want substantially more revenue from advisory services

Abrigo

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Indeed, a 2013 research study estimates that nearly half of total U.S. Experts offer numerous tips.

eBook 150