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When Accounting Goes Mainstream: Our Favorite Accountants from Pop...

As the saying goes, “Art imitates life,” and that’s certainly the case for actors playing accountants in television series and movies over the years. Whether they’re making...

2/16/24 LEARN MORE
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Terrell Turner on Building a Firm, Finding a Niche, and Creating...

Terrell Turner, co-founder of TLTurner Group and co-host of the Things Your Accountant Isn't Telling You Podcast, shares tips for building a firm from scratch, how to find your...

2/14/24 LEARN MORE
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Canopy Named in G2’s Top 100 Fastest Growing Products for 2024

Canopy has secured a coveted spot in G2's "Top 100 Fastest Growing Softwares of 2024". As the only practice management software to achieve this recognition, we take immense pride...

2/13/24 LEARN MORE
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Matching Client Expectations with Reality

A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...

2/09/24 LEARN MORE
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Mindfulness Practices for Busy Season: Alleviate Stress and Create...

Presenter: Amy Vetter, CPA, CITP, CGMA, MBA, and CEO of The B3 Method Institute and B3 Yoga. Busy season is upon us! For many tax and accounting...

2/20/24 LEARN MORE
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10 Accounting Conferences to Attend in 2024

2023 is here and we can already tell it’ll be a great one for networking, especially when it comes to events. Here are 10 accounting conferences you should be aware of in 2023.

2/05/24 LEARN MORE
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10 Accounting Influencers to Follow in 2024

As we make our way through 2024, the world of accounting continues to evolve, with influencers playing a pivotal role in shaping industry trends, providing insights, and offering...

2/02/24 LEARN MORE
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What You Need to Know About IRS Form 8855

Tax preparers who deal with estate taxes and trusts are no doubt familiar with IRS Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate. Using this form...

2/01/24 LEARN MORE
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How to Price Accounting Services

The way you price your accounting services shouldn’t be arbitrary. The correct accounting pricing strategy can effectively mean the difference between scraping by and robust...

2/01/24 LEARN MORE
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11 Best Practices for How to Find Clients for Accounting Firms

One of the top mistakes accountants make is expecting business to come to them. The best practitioners know that this is not enough. They are constantly looking for opportunities...

2/01/24 LEARN MORE
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A 2024 Overview of IRS Form 1041 Schedules

For estate planning and taxation, IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, documents the income an estate earns after the estate owner passes away. It’s also...

2/01/24 LEARN MORE
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What You Need to Know About Filing IRS Form 8821

Every tax professional knows that they need special permission to access private information on behalf of their client. Many tax professionals use IRS Form 2848, which is a power...

2/01/24 LEARN MORE
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IRS Issued Identification Numbers Explained: TIN, ITIN, PTIN, SSN,...

It doesn’t take long working with tax forms to realize that the IRS uses a bewildering variety of acronyms. As confusing as the never-ending grouping of letters may seem, it is...

2/01/24 LEARN MORE
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Tips for Filling Out IRS Form 2848, Power of Attorney and Declaration...

We've put together another video to help you when you're representing a client. In this video, we cover some tips on how to fill out IRS Form 2848 to make sure your request for...

2/01/24 LEARN MORE
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Best Practices for Building Trust with Your Clients

For accountants, clients are the lifeblood of business. After all, without them there is no business. Firms that know this often make marketing and client acquisition a top...

2/01/24 LEARN MORE

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