Do You Need an Offshore CPA Back Office? 5 Ways to Find Out
Jackie launched her CPA firm back in 2012. After 11 years of running her firm, she finally made the leap to partner with an offshore CPA back office. Why?
7 Red Flags to Look for When Hiring an Offshore Tax Accountant
If your offshore tax accountant is doing these 7 things, it's time for a break-up because you are not in a healthy offshore accounting partnership.
How Tax Season Looks Like When Tax Firms Offshore Tax Prep
Offshore tax prep seems like a logical solution to fill the gaps, but what does it really look like in practice?
Tax Preparation Outsourcing: 4 Staffing Models for Tax Firms
Running a tax firm with a team of tax pros on board but still struggling with capacity during tax season? Tax Preparation Outsourcing can help.
5 Steps to Start Offering Client Accounting Advisory Services
Before diving into Client Accounting Advisory Services, it’s essential to understand the steps involved to avoid making mistakes.
5 Common Advisory in Accounting Myths You Shouldn’t Believe
CAS Accounting is a future-focused service where you provide valuable advice to your clients based on real-time data such as cash flow analysis.
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.
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.
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.
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.
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.
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.