17min chapter

Jason On Firms Podcast cover image

384 The Right Number of Apps To Have in an Accounting Firm

Jason On Firms Podcast

CHAPTER

Navigating the Transition from Tax to Advisory Services in Accounting

This chapter explores the challenges of evolving from a tax-centric accounting practice to a focus on client advisory services and cash management. Through personal stories, the hosts illustrate the necessity of strategic planning, system establishment, and community support during this transformative journey.

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