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Six Tools that Should Be in Every Modern CPA’s Tech Stack

Posted by TechnologyAdvice on Dec 13, 2018 10:00:00 AM

This is a community post provided by TechnologyAdvice

To say that the life of a modern CPA is a busy one would be an understatement. Whether you work for a firm or have your own business, your workday is likely pulled in many directions. You are faced managing your own time and workload, along with balancing the conflicting attention needs of immediate problem solving with deep-cycle planning and strategy for your business or those of your clients. Fortunately, you’ve got a massive number of apps and services that can help keep your head above water.

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Topics: CPA

Document to Improve: Mapping Workflows to Streamline Accounting Processes

Posted by TechnologyAdvice on Aug 16, 2018 10:00:00 AM

This is a community post provided by TechnologyAdvice

Unproductive procedures and practices slow us all down in the workplace. You’re not alone. Office demands in this day and age are higher than ever, and only continue to escalate. We often move quickly, forsaking quality for timeliness. Unfortunately, out-of-date office technology and unnecessarily arduous procedures are often the causes of costly inaccuracies and overly-manual processes. Rework your usual methods and meet quality standards with a few simple solutions to workflow problems.

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Topics: CPA

5 Ways Tech Can Ease Communication Between Bookkeepers and CPA Firms

Posted by TechnologyAdvice on May 3, 2018 10:00:00 AM

This is a community post provided by TechnologyAdvice

The world of accounting and finance is filled with nuanced regulations, many moving parts, and multiple chances for error. It is an industry where a variety of expertise is needed to keep the financial side of businesses up and running. Two of the most significant players in this process are CPA firms and the bookkeepers of small companies they may work with.

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Topics: CPA

Using Your CRM to Grow Your Small Business

Posted by TechnologyAdvice on Mar 22, 2018 10:00:00 AM

This is a community post provided by TechnologyAdvice

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Topics: CPA

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