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Year-end tax planning strategies: How to set your accounting firm up for success

ThomsonReuters

There is no doubt that tax professionals are hard to find, let alone replace. There is no doubt that tax professionals are hard to find, let alone replace. As you analyze your staffing needs for the next year, consider the following: Embrace non-traditional talent. Utilize short-term solutions.

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Elevate your firms advisory services

ThomsonReuters

Today, the need for firms to deliver more forward-looking, strategic guidance remains strong. So how can firms elevate their advisory journey? So how can firms elevate their advisory journey? Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management.

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Accounting advisory: What you need to know

ThomsonReuters

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients?

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AI and job security: Will technology replace tax professionals?

ThomsonReuters

When it comes to the tax and accounting space, AI can essentially do the work of a human professional in preparing an individual’s tax returns or auditing a business of virtually any size. The answer has been just the opposite. Now, with the power of AI, today’s tax professionals can take these advantages to the next level.

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Agents of Change: Heather Acker of Baker Tilly

Audit Board

Heather Acker shares how Baker Tilly uncovers the next generation of internal audit talent. How Internal Audit Is Well-Positioned to Provide Strategic Value in a Disruptive Environment. How can agents of change in the internal audit profession thrive in this environment? Richard Chambers: I think those are great points.

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4 Keys to Selling Your Boss on New Tax Compliance Solutions

ThomsonReuters

So, how do you get your boss on board? At the end of the day, all tax preparation software will give you the same result: a completed client tax return on an IRS-approved form. The game-changer is in the journey — how you get to that final output and what are the efficiencies gained along the way. Let’s take a closer look.

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7 ways to attract and win new tax clients

ThomsonReuters

With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you. How do you begin to know the best way to win new tax clients and retain your existing client base? 2) Stand out from the competition.