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Advisory Services

Pricing Accounting Advisory Services: A Guide for Beginners

Pricing accounting advisory services don’t need to be complicated, but it does require a strategic approach.

Dheeraj PandeyNovember 1, 2024
Advisory Services

CAS vs. CAAS in Accounting: What is Better?

Before we dive into comparing CAS vs. CAAS, let’s clarify what each one means. CAS is compliance, CAAS is compliance + Advisory.

Jaitee WazalwarOctober 30, 2024
Staffing

What will my Onshore Team Think if I Hire an Offshore Accounting Team?

Accounting firm owners often weigh how their strategic move toward offshore accounting staffing will be perceived.

Namrata JainOctober 28, 2024
AI & Accounting

How Tax Pros Can Use AI for Tax Planning

Burnout is becoming synonymous with the accounting industry. Why? People blame the pipeline issue, but I say, poor capacity management is the real culprit.

Namrata JainOctober 25, 2024
Advisory Services

What CAS Accounting is (and is not)

The acronym CAS Accounting can mean different things depending on the context. In the realm of remote work, it often refers to Cloud Accounting Software. In traditional accounting, it’s typically about Client Accounting Services.

Jaitee WazalwarOctober 23, 2024
Advisory Services

Guide to Starting a CPA Firm Making 7-Figures with Fewer Clients

I’ve had conversations with hundreds of accounting and tax firm owners about their capacity and profitability challenges. A few of them trusted us as their staffing partner.

Jaitee WazalwarOctober 21, 2024
Advisory Services

Is Value-Based Pricing the Right Move for Your Accounting Firm?

In cost-based pricing, you set your fees according to the overhead costs and other expenses you incur. With competition-based pricing, your charges align with what your competitors are charging.

Namrata JainOctober 18, 2024
Advisory Services

Dealing with Scope Creep in Accounting Firm: A Practical Guide

We’ve all been there: what starts as a straightforward project balloon into something much bigger, straining your team, delaying timelines, and eroding your profits.

Jaitee WazalwarOctober 16, 2024
Advisory Services

Accounting Advisory is the Missing Piece in Growing your Firm Revenue

When a client approaches you with a question that extends beyond the scope of accounting compliance, it's time to pay attention.

Dheeraj PandeyOctober 14, 2024
Advisory Services

Capacity Management in a Tax & Accounting Firm to Avoid Burnout ​

Burnout is becoming synonymous with the accounting industry. Why? People blame the pipeline issue, but I say, poor capacity management is the real culprit.

Namrata JainOctober 8, 2024
Staffing

Mistakes to Avoid When You Hire Offshore Accountant First Time 

Learn the mistakes CPAs and accounting firm owners make when they hire offshore accountant only to see that going bad. And how to avoid it.

Namrata JainSeptember 27, 2024
Staffing

Lesser-Known Benefits of Partnering with a Virtual Accounting Firm

You're all familiar with the well-known perks of partnering with a virtual accounting firm - lower overhead costs and access to talent. But there’s so much more to gain.

Namrata JainSeptember 20, 2024
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Credfino
  • Home
  • Services
    • Accounting and Bookkeeping
    • Taxation
    • Marketing
    • Growth & Profitability
    • Business Funding
    • Government Contracting
    • Cybersecurity
  • Solutions
    • Sole Practioners
    • Mid Size Accounting/Tax Firm
  • Hiring Options
  • About Us
  • Contact
  • Resources
    • Blog
      • AI & Accounting
      • Marketing
      • Staffing
      • Advisory Services
    • Checklists
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  • FAQ
Schedule A Call