Joe Harris

Accounting Client Onboarding Checklist (Free Template)

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Starting a new client relationship in your accounting firm? Ensuring a smooth onboarding process is key to setting the right tone and building trust. Use this simple checklist to streamline your client onboarding process and make a positive first impression. Initial Contact: Setting the Stage for Success Welcome Email: Personalized and Informative The initial contact… Continue reading Accounting Client Onboarding Checklist (Free Template)

Understanding CPE: A Tax Strategy every Business owner should know

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As a business owner, you know that every penny counts – especially when it comes to taxes. What if there was a way to potentially save thousands of dollars on your tax bill each year? That’s precisely what the Certified Public Expenditure (CPE) program offers eligible businesses. CPE is a tax incentive program designed to… Continue reading Understanding CPE: A Tax Strategy every Business owner should know

How to do accounting marketing

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Accounting marketing refers to the strategies and techniques used by accounting firms to promote their services and attract clients. It encompasses a wide range of activities, including digital marketing, branding, content creation, and relationship building. For small businesses, effective accounting marketing can be crucial for attracting new clients, building brand awareness, and differentiating themselves from… Continue reading How to do accounting marketing

How AI Can Help You with Tax Filing

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Tax season can feel like a perfect storm of stress, confusion, and number-crunching monotony. Gathering all the necessary financial records, keeping up with constantly changing tax laws, and ensuring you claim every possible deduction and credit is a monumental task. An individual American taxpayer spends roughly 13 hours and $240 out-of-pocket costs just to prepare… Continue reading How AI Can Help You with Tax Filing

Top 5 Productivity Tools Every Accountant Should Know

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What’s the first type of software that comes to mind when you think “accounting”? Maybe it has to do with financial management or client management. But productivity tools for accountants are just as important, if not more so. They enable a firm’s profitability and long-term success. (Cue the old adage: “Work smarter, not harder.”)   Streamlining… Continue reading Top 5 Productivity Tools Every Accountant Should Know

How to streamline workflow at your accounting firm

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Efficient workflow is crucial for the success of any accounting firm, especially for small business owners who often have limited resources and time. Streamlining processes can increase productivity, reduce costs, and improve client satisfaction. However, 90% of business owners like you face challenges in managing their accounting processes effectively. These challenges include: In this blog… Continue reading How to streamline workflow at your accounting firm

Business Owner’s Guide to Obtaining an NRIC in Singapore

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How long does Arkansas tax refund take

In Singapore, the National Registration Identity Card (NRIC) is more than just a piece of identification—it’s a key document that plays a crucial role in the lives of individuals and businesses alike. For small business owners, obtaining an NRIC is not only a legal requirement but also a practical necessity. It serves as a primary… Continue reading Business Owner’s Guide to Obtaining an NRIC in Singapore

How to Get a Tax Identification Number (TIN) in Singapore

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As a business owner in Singapore, understanding and managing your tax obligations is essential for the success and legality of your business. One key element of this is obtaining a Tax Identification Number (TIN), also known as the Tax Reference Number (TRN). This unique number is issued by the Inland Revenue Authority of Singapore (IRAS)… Continue reading How to Get a Tax Identification Number (TIN) in Singapore