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From mitigating unprecedented macro environments to adapting to new operational workflows, professionals in all industries find...

What started as an industry focused on providing accounting services to clients, CPA firms have evolved their offerings to include...

CPA firms must improve processes and procedures to keep growing and be successful. Modernizing the business allows them to increase their...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

by SafeSend Scrambling. While many words come to mind when thinking back to the 2019 filing season, scrambling is what everyone was doing...

For many accountants, marketing their services hasn’t changed much over the past few decades. Their firm sponsors golf outings and other...