CTCPA Knowledge Hub

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Thursday, January 16, 2025 Infinity Globus

The Ultimate Guide to Surviving Tax Season

Managing the tax season rush is a challenge for any accounting firm, but with a partner like Infinity Globus it's not just a task but an opportunity to excel.

Guide

Thursday, January 16, 2025 Infinity Globus

Tax Season Survival Guide for CPAs and Accounting Firms in 2025

The tax season is upon us and accounting firms owners should be applying these tips to not only survive but thrive during the busy tax season.

eBook

Wednesday, January 15, 2025 Keeper

Master 1099 Management Year-Round

A practical guide for year-round 1099 management. Brush up on the latest requirements for 2025, learn time-saving tactics, and explore strategies you can implement TODAY for efficient 1099 management.

eBook

Monday, January 6, 2025 Keeper

Safeguarding Client Data: What Accountants Should Know

Now, more than ever, it's important to understand the cybersecurity challenges impacting accounting practices nationwide. Learn how to eliminate bad data habits and explore simple, proactive steps you can take to better protect your clients data.

eBook

Friday, January 3, 2025 Keeper

The Bookkeeper's Blueprint for Scaling

Whether you're a solo bookkeeper or managing a growing team, this blueprint will help you confidently navigate the challenges of scaling.

eBook

Wednesday, January 1, 2025 SmartVault Accounting

Work Less, Earn More: A Guide for Intuit Users on How to Build a Self-Sustaining Accounting Firm

You’ve built a firm with a robust book of business, so robust that you never get a moment’s peace. Now comes the fun part — creating a firm that lets you transition from being an operator stuck in the day-to-day to being able to step away without worry!

Research / Report

Monday, December 23, 2024 Ignition

2024 US Accounting and Tax Pricing Benchmark

Whether you’re looking to refine your pricing model or gain a clearer understanding of industry standards, Ignition's Accounting & Tax Pricing Benchmark is your guide to setting effective, market-aligned prices.

eBook

Monday, December 9, 2024 SmartVault Accounting

Guide for Intuit Firms: Proven Strategies to Create an Engaged Client Base

Are you tired of chasing unresponsive clients and dealing with last-minute document submissions? As an accounting pro, you know the struggle of managing an unengaged client base all too well. It’s time for things to change.

Guide

Wednesday, November 27, 2024 Taxfyle

How Sole Props Benefit From Outsourcing

If you want more time to onboard new clients, outsourcing can help. Delegating excess work to an outsourcing provider gives you more time to focus on clients and value-added services without hiring new help.

Guide

Monday, November 25, 2024 Mango Practice Management

The Ultimate Engagement Letter Checklist

Feeling the weight of crafting an engagement letter that strikes the perfect balance between professionalism and clarity?

eBook

Friday, November 15, 2024 SmartVault Accounting

Head to Head Comparison: SmartVault vs FileCabinet CS

Have UltraTax CS? SmartVault's UltraTax integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team.

eBook