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Year-End Accounting: Preparing Your Business for a Smooth Holiday Season

Year-End Accounting: Preparing Your Business for a Smooth Holiday Season

It’s that time of the year again… When everything seems to be a race against the clock. The final stretch of the holiday season is here. Emails will start to slow down, key stakeholders
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Safeguard Your Firm with 5 Cybersecurity Essentials for Offshore Accounting

Safeguard Your Firm with 5 Cybersecurity Essentials for Offshore Accounting

In 2025, for the first time since 2018, the financial sector has overtaken healthcare in terms of compromised industry. Over 700 breaches affecting more than 48 million individuals were reported. The cost almost skyrocketed to
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Have SOPs in Place? Why Is It Not Enough to Ensure Offshoring Success?

Have SOPs in Place? Why Is It Not Enough to Ensure Offshoring Success?

“We documented everything. Why are things still slipping?” When offshoring, this emerges as one of the most common frustrations for accounting firms and business leaders. One of our clients once mentioned that they created a
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IRS 7216 Consent for Offshore US Tax Preparation

IRS 7216 Consent for Offshore US Tax Preparation

If you’re a CPA or accounting firm owner, you probably know this feeling: “I want to offshore US tax preparations, but I’m scared clients will push back when I ask them to sign
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Preventing CPA Burnout During the Year-End Crunch

Preventing CPA Burnout During the Year-End Crunch

Every year, the same pattern repeats in many CPA and accounting firms: Long days that quietly turn into 70-hour weeks Partners doing “just one more review” at midnight Seniors thinking seriously about leaving public
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Unbalanced: The Truth Behind the Polished Accounting World from Candy’s Lens

Unbalanced: The Truth Behind the Polished Accounting World from Candy’s Lens

We talk about precision, accuracy, polished reports, and seamless processes when we talk about the accounting industry. Yet, behind this immaculate image is a reality that not many are willing to talk about. Candy Bellau
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Year-End Tech Check: Tools to Automate 1099 and 1040 Preparation

Year-End Tech Check: Tools to Automate 1099 and 1040 Preparation

For CPA & Accounting firms offering tax services in the USA Why a “Tech Check” Matters Before Year-End If your team is still moving 1099 and 1040 data around in spreadsheets at year-end
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Preparing Your CPA Firm for the Year-End Rush With Offshore Teams

Preparing Your CPA Firm for the Year-End Rush With Offshore Teams

Why Year-End Hurts More Than It Should If you own a CPA or accounting firm in the US, you already know how the story goes: Client books are still messy in Q4 Cleanup work
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Common Metrics to Keep a Tab Of When You Are Working With Offshore Teams

Common Metrics to Keep a Tab Of When You Are Working With Offshore Teams

Uncertainty is one of the major threats to any business, especially to a niche one like accounting. This feeling of uncertainty gets even stronger when you are offshoring and your offshore team has gotten quiet
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