Mining the tax return for planning opportunities
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September 7, 2019
Upcoming Events September 7, 2019
Private sector added 195,000 jobs in August, says ADP
By Michael Cohn      2 min read
Payrolls are increasing, despite some worrying signs of an economic downturn ahead.
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Mining the tax return for planning opportunities
By John P. Napolitano      5 min read
Tax services segue naturally in to wealth management and financial planning services.
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Vic.ai, AI platform for accountants, gets $11.2M Series A funding
By Ranica Arrowsmith      2 min read
‘We see a future where continuous accounting becomes a substantial competitive advantage supported by an AI ‘CFO’ that provides the leadership team with real financial foresight,’ CEO says.
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Inside CAS: Promise and pitfalls
By Daniel Hood      10 min read
The second half of a virtual roundtable on one of the fastest-growing services in accounting.
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The client that got away
By Daniel Hood
Growth consultant Gale Crosley dives into large-opportunity pursuit, and what accountants need to do to land the big fish.
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Art of Accounting: 300th column and still preaching to the choir
By Edward Mendlowitz      4 min read
Periodically I review what I and others have written, trying to get ideas to present to clients and to accounting firms I consult with.
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Small biz job growth down in August, while wages stabilized: Paychex
By Michael Cohn      5 min read
Job growth at small businesses fell slightly in August, according to payroll giant Paychex, but wages showed encouraging signs.
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CPA Trendlines, Accountant’s Accelerator leaders seeking respondents for biz dev survey
By Danielle Lee      1 min read
The “New Clients Survey” is accepting responses through Oct. 10, 2019.
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CBIZ adds forensic accounting firm
By Daniel Hood      1 min read
The Top 100 Firm has acquired ‘substantially all’ of the assets of San Diego-based BTZ.
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JP Morgan Chase and FreshBooks: 10 tech stories you may have missed
By Gene Marks
A big bank investing in accounting software, small businesses don’t take cybersecurity seriously enough, and eight other developments in technology this past month and how they’ll impact your clients and your firm.
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RESOURCES
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Inside the top QuickBooks apps
With millions of businesses using Intuit’s industry-leading accounting software, accountants want to make sure they’re up to date on the best third-party applications in the QB ecosystem, whether they're using desktop or QB Online.
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How to future-proof your clients for success – accounting for growing companies →
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Forecasting and Data Analysis →
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