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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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Make this your last bad tax season

ThomsonReuters

Jump to: Unravel tax law complexity with AI-powered tax research Alleviate workload pressures with AI-powered workflows Prioritize well-being and renewal Strengthen client relationships by shifting to an advisory model Has a stressful tax season left you reeling? But amidst the struggle, there is good news.

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Beyond tax season: creating revenue stability year-round

ThomsonReuters

But for some tax and accounting firms, the high volume of clients from January to April represents the majority of their business for the year. Figuring out how to stabilize revenue throughout the year can help you reduce overall stress and improve income potential. Stay top-of-mind with tax and accounting clients all year.

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How to Value a Financial Advisory: Unveiling the Essence of Assessment

Equilest

For an in-depth understanding ofHow to Value a Financial Advisory and make informed decisions in buying, selling, or assessing its worth, delve into our comprehensive guide filled with expert insights and practical tips. FAQ 2: How can I verify an advisor's credentials? FAQ 3: What is a fee-only advisor?

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Managing client expectations for accountants

ThomsonReuters

Client relationships, like any relationship in life, can at times be challenging. Miscommunication, unrealistic expectations, and personality differences are bound to surface on occasion, but establishing boundaries early on can help accountants avoid these problems and better manage client expectations.

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7 ways to attract and win new tax clients

ThomsonReuters

1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? How do you begin to know the best way to win new tax clients and retain your existing client base?

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Deal Structures: Legalities to Negotiate When Selling a Business

Viking Mergers

In Part One, we discussed negotiating payment terms , and in Part Two, we looked at negotiating assets conveyed. In Part One, we discussed negotiating payment terms , and in Part Two, we looked at negotiating assets conveyed. 1) Representations & Warranties. the seller and the buyer).