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Life Transitions Can Trigger Deeper Client Service Opportunities with the PFS Credential
Mar 25, 2024
Unexpected events and major life transitions offer a critical opportunity to assist clients.
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3 Ways to Communicate the Value of Advisory Services to Clients
Jan 9, 2024
With a looming CPA shortage, the reins of many firms will be left in the hands of CPAs who may not know how to properly communicate the importance and structure of CFO advisory services to clients.
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5 Surprising Career Paths for CPAs
Aug 28, 2023
One of the perks of a career as a CPA is that it doesn’t have to be traditional. If you’re wondering about some of your lesser-known options, here are 5 careers CPAs can adopt and the job roles they fill every day!
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3 Signs You’re Ready to Add Virtual CFO Services to Your Firm
Jun 26, 2023
Virtual CFO services are a potentially valuable next step for many CPA firms — here are some important signs that will help you determine if you’re ready.
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5 Key Risk Management Considerations & Top FAQs for Firms Contemplating Outsourcing
Apr 25, 2023
As firms struggle with staffing and resource constraints, more are considering outsourcing. Here are 5 key risk management considerations and top FAQs for firms to know when evaluating this option.
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INCPAS Member Case Study: Prepare Your Firm & Clients for the Future
Jan 12, 2023
Businesses are experiencing constant change and increasingly recognizing what happened last year may not have as much relevance to decisions they’re making now. Client advisory services offer both a solution and future-proof profession opportunity.
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3 Types of Client Advisory Services Clients Want from Their CPA
Sep 8, 2022
These key areas of service are where CPAs, including many INCPAS members, are seeing the biggest demands and finding the most success.
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12 Technology Terms Every CPA Should Know
Aug 17, 2021
Keeping up with emerging technologies and tech lingo can be overwhelming. We pulled together this glossary to help you understand the most common tech terms you’ll hear in the business and CPA world.
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Core Meetings that Drive Client and Firm Success
Jan 26, 2021
The most productive and effective meetings have a clear purpose in mind. Learn about a few core meetings that are crucial to successfully delivering services to your client.
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Upskilling Is the Path Forward for Emerging CPAs
Oct 14, 2020
Emerging CPAs will make themselves more valuable by upskilling, which in turn creates more company value.
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An Instruction Guide for Travelling the Country in a Van (While Working Full Time)
Jul 31, 2018
Virtual CFO Angie Douglas talks about working full-time from the road - what it's like, what to plan for and setting reasonable expectations for both work and play.
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