Streamlining CPA Firm Operations: The Power of a Single Portal
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Description
Discover how consolidating multiple portals into one centralized source can boost team productivity, improve the client experience, and revolutionize staff utilization
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Published 06/28/23
In this episode, we will be discussing ChatGPT and Robo assistants, examining their potential as a tool to improve productivity and decision-making, as well as their potential risks and limitations. We’ll dive into the advancements in artificial intelligence and the impact it has on the job...
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The ROI method(tm) is a trademarked method Jackie Meyer, CPA and doctoral candidate created for tax advisory services and planning. It easily visualizes the tax savings an accountant can produce for a client, tends to triple the fees an accountant can charge, and transforms mundane busy work into...
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