Jeannie Freeman

✦CPA Firm Friday✦ How are your new accounting clients introduced to their service team? In our most recent webinar, Transitioning to a Team of 3: Implementation and Execution Strategy, we shared a page from Dillon Business Advisors' Getting Started Guide, a document sent to each new client upon signing their engagement letter. This one-pager is a visual introduction of the Team of 3 to the client ahead of the onboarding kick-off call. We think the Getting Started Guide and specifically this intro page are important to:      ✦ Introduce the Team of 3      ✦ Clarify roles and responsibilities       ✦ Set expectations      ✦ Begin the transition from sales to onboarding to service Grab your free copy of the Team of 3 intro page from DBA | FIRM. Enroll in DBA | FIRM free resources to download this free resource. If you haven't enrolled in our FREE Resources yet, what are you waiting for? 1. Go to https://hubs.la/Q02CxbjF0 2. Scroll down 3. Enroll in Free Resources #accountingandaccountants #cpafirmresources #businessadvisors #advisory #cpa #onboarding

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Peek inside the accounting practice next door. Learn what accountants and bookkeepers are focusing on by downloading the Practice of Now report from Sage and start preparing for the new era of accountancy. Read the report to discover 3 focus areas that will help you prioritize the things that will help you succeed in 2025 and beyond: https://lnkd.in/gGMPbshE

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Interesting article in Accounting Today about new accountants entering the profession. “Historically, being an accountant often involved little personal agency — most young accountants followed the career path laid before them by their firm, and that path looked much the same from firm to firm. But now with advancing technology propelling the profession forward, new service lines multiplying almost daily, and a labor shortage putting young talent in high demand, new career pathways and opportunities are opening.” See, https://lnkd.in/gbMm4AvH

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The 150-hour requirement for CPA licenses that mandates a master's degree or additional college credits has been viewed as a barrier to entry for many prospective accountants. Industry groups have proposed a new framework intended to stem the ongoing accountant shortage, while several states are pursuing their own proposals. Read more about these emerging CPA paths in The Wall Street Journal. https://lnkd.in/eDzUdf-f #AccountantShortage #CPAShortage #FinanceAndAccounting

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𝗚𝗘𝗧 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗦𝗔𝗩𝗘 𝗧𝗛𝗜𝗦 ⬇️ As a self-employed accounting professional, gaining industry recognition can set you apart. If you’re not sure how to achieve this, that’s okay- We have SOLUTIONS.👏🏽 1. Earn Certifications: Pursue additional certifications and specializations to enhance your credentials. This shows dedication and expertise.📝 2. Publish Articles: Write for industry publications and blogs to showcase your knowledge and expertise. This builds credibility and visibility.💼 3. Speak at Conferences: Participate as a speaker at industry conferences and webinars to increase your visibility and credibility.📈 ✅𝗖𝗢𝗠𝗠𝗘𝗡𝗧: 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 And we’ll send over our free Grow your Firm Roadmap, where you can learn how to tackle these challenges and grow your accounting practice with confidence! . . . . . #careergrowth #fractionalcfo #virtualcfo #virtualbookkeeper #accountingfirm #growmyfirm

Don't miss out on exclusive access to the latest trends shaping the accounting profession. Attend the 2024 Growth Outlook Webinar™ hosted by industry experts Sarah Johnson Dobek and Rhonda Clark. If you're looking to scale your firm in 2025, this webinar is for you! Join us on November 21! https://hubs.la/Q02TJYzK0 #GrowthOutlook2024 #BusinessTrends #AccountingFirmGrowth

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Is your CPA practice struggling with outdated software, manual processes, and unpredictable costs? 👩‍💻 It’s time to upgrade with Countable 3.0 and our game-changing C-A-R approach! 🚘 ☁ C - Cloud: Say goodbye to legacy systems. Join the growing community of accountants leading the way with secure, efficient, cloud-based solutions. 🤖 A - AI & Automation: Leave manual data entry in the past. Automate tasks, boost accuracy, and save time — all without the hassle of private servers or VPNs. 🤝 R - Resources: Control costs with access to a global network of trained professionals, ensuring efficiency and predictability. 💬 Let us know your thoughts in the comments! Ready to transform your workflow? Learn more at our Countable 3.0 webinar. Register now 👇 [https://lnkd.in/d9EA9Uep] _____________________________________________________________________ #FinancialPlanning #Countable #CloudTransformation #AIandAutomation #ResourceManagement #CPAs #Webinar #CloudIntegration #Accounting #Compilations #CPAs #Tax #TaxSeason #Finance #FinancialServices #AccountingProfession #AccountingTechnology #Automation #CloudAccounting #Bookkeeping #Audit #BusinessAdvisory

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If you work with lease contracts, you know how long and packed with information these documents can be. And while it may be tempting to skim them, they contain critical information that accountants need to ensure compliance with leasing standards. ASC 842 has specific requirements for how leases should be recorded on the balance sheet depending on the lease term. This means that accountants must abstract key information from lease contracts to account for these nuances. But collecting this information doesn’t have to be a lengthy process. You can rely on software and AI to quickly abstract lease information and ensure you meet the requirements of ASC 842. Linked in the comments, you will find a blog that explains the importance of lease abstraction and how AI can help. 👇 #leaseaccounting #AI #automation #blog #newblog

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🤔Where are all the accountants? 🫣You’ve seen the stats. 📉The accounting profession is experiencing a critical shortage of skilled professionals (with a loss of 340,000 accountants in recent years and a decline in accounting graduates). ✨How can firms attract new talent to the industry? ➡️Tod McDonald, co-founder of Valid8 Financial, provides some real-world insights. From INSIDE Public Accounting: "Today’s graduates are the most digitally proficient generation yet. They are accustomed to an environment where technology seamlessly integrates into everyday life, streamlining communication, information access and problem-solving. However, when they enter the accounting workforce, these digital natives often face antiquated systems and repetitive manual tasks, a stark contrast to the digital fluidity they expect." Read the full article here: https://lnkd.in/eW9j6GEq #CPA #Accountant #TaxPros #Tax #Taxes #Accounting #Accountancy #Bookkeeping #Finance #Advisory #Audit #Auditing #Technology #Talent #Staffing #Recruiting #ArtificialIntelligence #AI #Automation

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Join us next week on May 13 and 14 for our virtual Accounting and Auditing Conference! We can’t wait to hear from Chris Kuehl for his session: Now What? Economic Scenarios for 2024 and 2025. For more information and to register, visit bit.ly/AAC2024KyCPA. #economicplanning #accountingcareer #kycpa #cpe

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Breaking Down Barriers: Real Stories of Overcoming Accounting Fears Welcome to Breaking Down Barriers, where we share real-life stories of clients who overcame common fears about seeking accounting help. At Clarity Accounting, we understand that reaching out to an accountant can be daunting, and we’re here to show you that you’re not alone. 🗣️ “I don’t have all my receipts!” One of our clients came to us worried that missing receipts meant their finances were too messy to sort out. They had been delaying getting in touch for fear of judgement. But at Clarity, we don't see “mess,” we see opportunities to help. We reassured them that this is a very common issue and worked together to reconstruct their records. With our understanding and non-judgemental approach, we put their mind at ease and got everything back on track. We helped them implement a simple system for future receipts, so this wouldn’t be a worry anymore. At Clarity, we believe there’s no such thing as a problem too big or too small. We're part of your team, here to support you every step of the way—no judgement, just solutions. So, if you’re feeling overwhelmed by missing paperwork, remember—you’re not alone, and we’re here to help. #BreakingDownBarriers #AccountingSupport #ClarityAccounting #SmallBusinessHelp #YouAreNotAlone

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