We Do It Book Keeping

MOST RECENT STORIES

In the blogs: HIPAA HIPAA hooray

IT hygiene; final tally; movements in the U.S. dollar; and other highlights from our favorite tax bloggers. 
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AI is delivering tangible benefits this tax season

From spotting anomalies to enhancing accuracy to streamlining client communication, tax preparers are no longer being bogged down by operational...
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The retirement opportunity accountants can’t afford to miss

Something big is happening in the American retirement landscape, and small businesses are right in the middle of it. 
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The value gap between internal succession and external transactions

When they understand their market value, accounting firms are often torn about what to do. 
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Evaluating AI vendors? Start with these 4 criteria

Choosing the right AI implementation partner is one of the most consequential decisions a firm will make right now, but...
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Internal audit’s role in guiding AI responsibly

The internal audit function can help the enterprise pursue innovation responsibly by encouraging the development of risk management early in...
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Leading adaptive transformation in the face of AI

When accounting firm leaders build guardrails, train their people and stay actively engaged, AI will become a force multiplier —...
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Accounting firms need new metrics for an old model

The old measurements of leverage, utilization, margin, billing rate, and realization fall short of the new reality. 
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Tax Strategy: Preparing for Trump account contributions

More than 4 million children have been signed up for Trump accounts — but millions more are eligible. 
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Can AI pass a course in accounting ethics?

An experiment with having artificial intelligence write papers for a college accounting course reveals some of its current limitations. 
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A modern operating model for firms

Accounting firms that are best positioned to capture the growth from advisory services must do more than rethink the services...
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How AI is forcing a rethink of services, skills and pricing

The accounting community is focused on how AI is changing what accountants do. But the truth is that AI is...
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In the blogs: Clowning around

Lone Star steal; Matchmaker, Matchmaker; under pressure; and other highlights from our favorite tax bloggers. 
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Reduce billing disputes to accelerate cash flow

Reducing disputes is not about chasing collections more aggressively. It's about designing billing processes for how work is performed and...
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Tax season reminds us email is also a compliance channel

Treating email as a managed communication channel rather than an individual employee tool helps maintain higher standards of professionalism and...
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What to know about the new IRS digital asset rules

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage:...
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Designing an AI-ready accounting function

As artificial intelligence rapidly reshapes the finance landscape, accounting leaders face a pivotal moment. 
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How fire-damaged small businesses rebuilt when insurance failed

Micro-captive insurance plans under the Internal Revenue Code are providing small businesses in California the ability to rebuild faster after...
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Pathways to Growth: Learn the language of the competition

As new players flood into accounting, it's important to understand how they speak. 
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What cutting bookkeeping means for the future of advisory

Minimizing time spent on tasks like bookkeeping and focusing on advisory work freed me to deliver more value to clients...
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Evaluating AI vendors? Start with these 4 criteria

Choosing the right AI implementation partner is one of the most consequential decisions a firm will make right now, but a meaningful number of them show significant gaps in the areas that matter most to accounting firms. 

A modern operating model for firms

Accounting firms that are best positioned to capture the growth from advisory services must do more than rethink the services they deliver.