CPA
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Bank Sweep Products in 2025: A CFO’s Guide for Tech Companies
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Tech companies in 2025 face a financial landscape shaped by fintech innovation and recent bank failures. The Silicon Valley Bank ...

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Understanding US Withholding Taxes for Non-US Persons with Very Experienced Interactive Brokers CPA (for Singaporean Investors)
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I attended a Webinar hosted by Interactive Brokers on Wednesday/Thursday morning. I cannot remember that well ...

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Client coaching and CPA referrals during tax season
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Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future ...

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Top 10 Accounting Programs by CPA Exam Success Rate for 2025
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Did you know that the University of Northern Iowa tops the nation in preparing students to pass the CPA Exam? As we discussed in Episode 425 of The ...

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QuickBooks Alternatives: New Players Worth Your Consideration
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QuickBooks has long been the standard in accounting software, and for good reason. It’s a robust tool packed with lots of features, ...

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Protecting Against Procurement Fraud | Atlanta CPA Firm
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March 18, 2025Procurement fraud is one of the most reported economic crimes, yet many businesses don’t realize they are at risk. Some assume fraud is only a ...

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Promoting Workplace Wellbeing to Your Clients: A Strategic Opportunity for Accounting and Tax Professionals
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As owners of accounting firms and tax practices, you're uniquely positioned to guide clients beyond compliance and into strategic ...

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6 State CPA Society Leaders Address CPA Licensure Requirement Changes
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Editor’s Note: On Tuesday, March 4, executive leaders from six of the largest state CPA societies – Geoffrey Brown ...

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SaaS Success Starts with a Flawless Month-End Close
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When it comes to SaaS companies, the month-end close isn’t just about numbers—it’s about people. A successful close requires not ...

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Boost Agency Profitability by Improving Your Gross Profit Margin – Anders CPA
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The landscape for digital agencies has shifted. Over the last twenty years, there’s been a downward pressure on profit margins. People want to get ...

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