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We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the...

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...

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

Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...

Right now, many IT leaders in CPA firms are looking ahead, ensuring they’re prepared for the busy season. Many firms will have interns or...