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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
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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
    • Ebooks
    • Testimonials
  • FAQ
Schedule A Call