News & Articles
Recent updates and the latest guidance for the CPA Profession
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Your Must-Have Small Business Tax Preparation Checklist
Paro | November 04, 2022Don’t let tax season sneak up on you. From bank statements to payroll, there are a number of critical documents your tax preparer will need......
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10 Frequently Asked IRA Questions
Quest Trust Company | October 19, 2022Here is a list of answers to some of the most frequently asked questions (FAQs) about IRAs, self directed IRA, Roth IRA and other related......
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5 Practical Steps to Modernize Your Month-End Close Process
Paro | October 10, 2022Month-end close can be an intensive process that, when not properly streamlined, leads to excessive overtime, stress and sometimes even strained professional relationships. If your......
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CPAs, Get Your C-Suite on Board with Technology
Reach Reporting | September 28, 2022We live in an age of abundant new technology. Consumers are inundated with faster, more sophisticated smartphones every year, and the Internet of Things keeps......
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How dashboards enhance financial reports
Reach Reporting | August 29, 20223 Ways Dashboards Enhance Financial ReportsCPAs have an important role in the success of their clients’ businesses, and data is central to their work. From......
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How to Create a Microsoft Excel Drop-Down List
Excel University | August 10, 2022Keeping your records organized is essential whether you’re running a business or taking care of the household. These days, there are a ton of apps......
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4 Ways CPAs Can Benefit from Automation
Reach Reporting | August 02, 2022If you’re a CPA, chances are you’ve formed an opinion on financial automation. With technology rapidly evolving across a wide range of sectors, today’s financial......
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3 Ways Software Can Improve CPA–Client Communication
Reach Reporting | July 20, 2022CPAs are skilled in analyzing financial data and determining how it impacts the clients they serve. While this financial prowess is a valuable tool for......
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How to Set Business - Driving Goals with Your Clients
Reach Reporting | June 29, 2022American businesses are growing, even in the face of the COVID-19 pandemic. In 2020, 4.3 million new business applications were filed, up 51 percent over......
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Talk to a CPA to Get the Most Out of Social Security Benefits
Reach Reporting | June 08, 2022For nearly 100 years, American workers have received Social Security benefits to give them a financial boost during their retirement. Millions of people receive Social......
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