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advisory & consulting

ten tips to help clients avoid scams | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the world seems to be suffering a plague of scams. every day there are multiple new attempts to rip people off, and digital communication is making it easier. and artificial intelligence is making it harder to detect.

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your clients need your help. warn them about these 10 general scams.

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accounting influencers

jen cryder: rewrite the rules | accounting influencers

as the first woman ceo of picpa, cryder shares how she’s tackling the cpa pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.

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accounting influencers
with rob brown

in this episode of accounting influencers, jen cryder, cpa, ceo of the pennsylvania institute of certified public accountants (picpa), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to be a cpa.

with oversight of 20,000 accounting and finance professionals, cryder is not just a figurehead—she’s a force behind reshaping the profession’s image and strategy. from the cpa pipeline crisis to questions about the 150-hour rule, she addresses head-on the systemic changes needed to secure the future of the profession.

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client accounting services

cas takes ‘trusted advisor’ to another level

businessman using internet on smartphone and laptop

true communication is the key.

by hitendra patil
client accounting services: the definitive success guide

a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.

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some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.

why?
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growth strategies

how to define your vision

build a practice, not just a job.

by jackie meyer

we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.

more: how i became an accidental entrepreneur  | build a seven-figure firm in four hours a week
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vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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mergers & acquisitions

behind sorren’s roll-up: $170 million, 1,000 employees, 85 partners

sorren seeks to redefine the profession’s future.

consolidated: sorren, member firms, kuramoto, and prager

by 卡塔尔世界杯常规比赛时间 research

backed by dfw capital partners, meridien, idaho-based harris & co. cpas is leading a roll-up with 12 other firms to create sorren, a new top-50 firm with $170 million in revenue, 85 partners, more than 1,000 employees, and 20 offices across the u.s.

more mergers & acquisitions | ira rosenbloom: m&a money’s easy – culture fit’s hard | the disruptors | how private equity is impacting accounting | deals 2024: over 100 cpa firm mergers and acquisitions | want to merge? here are 23 things to request | richard kopelman: inside aprio’s bold | allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth makeover | accounting influencers | should you merge? here’s how to chart your path | exclusive: eisner ceo charly weinstein explains the private equity deal | flash briefing: a “call to arms” after private equity deal

see the private equity dealflow timeline here | more private equity ‘s incursion into accounting here

correction: this article has been updated to correct reporting that erroneously conflated the background of michael o’donnell with another person of the same name. 卡塔尔世界杯常规比赛时间 apologizes for the error.

the sorren platform is backed by dfw capital partners, which acquired harris & co. in january 2024. the investment in harris remains the private equity firm’s only publicly disclosed deal in the accounting sector. dfw focuses on lower middle-market business services and is leveraging harris as the foundation for building a national accounting and advisory enterprise.

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