π¬ Clients at one accounting firm couldn't name who was handling their finances β not because the firm was careless, but because of a well-intentioned structure that accidentally made the owner the only recognizable face. https://t.co/nvSdMGlBki
Accountants: missed the big fall conferences? Get Conference Season Recap π Learn QBOA free components before Intuit Accountant Suite, plus Intuit Intelligence and AI agent limits. With Dan DeLong & Margie Remmers Davis. Enroll: https://t.co/O5nPvhdyO9 #CPE
CFOs & finance pros, ready for transformation with AI? π Join "Document, Optimize, Automate" to learn optimization & roadmap design. Lead change with #AI-driven strategies! Enroll now: https://t.co/THU7UcWQFC #Finance
π’ Stay ahead with our "Latest Sage Release Notes" course! Gain insights into new features for construction & nonprofit sectors, and boost your financial management skills.
Enroll now: https://t.co/kqTfnUc85W
#CPE#SageIntacct
Earn CPE for βShow Your Auditors Some Love! Stay Audit-Ready All Year Round!β by Aiesha Williams and Dan Tritch on #EarmarkCPE
Listen here π
https://t.co/8BHhy228DF
Dave Gribben from @padgettusa shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third party fraud claims.
https://t.co/4BPMQ0cvs6
#accounting#accountant#business#podcast
Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having tax planning conversations with clients, and learning about new beneficial owner reporting rules.
https://t.co/FU9D3LGo3N
"Roughly 50% of profit should be in salary"
Expert guest Jeff Darley joins Roger and Annie to discuss how to choose the right business entity for small business owners.
https://t.co/sCgFOyBFId