FloQast

APRIL 29, 2024

About the Author: Katie Thomas, CPA, is a content creator, 2021 & 2022 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing.

Accounts 52

Accounts Compliance AI Risk Management 52

Nanonets

SEPTEMBER 23, 2023

This not only allows them to expand their client base but also strengthens their position as trusted advisors in the financial management field. This can include offering services such as financial planning, business consulting, risk management, and technology implementation.

Accounts 52

Accounts Compliance Regulations Audit 52

Nanonets

FEBRUARY 13, 2024

Quarterly Financial Meetings : Beyond solo reviews, engage with your team or financial advisor quarterly to discuss the financial health of the business. This category speaks to the broader principle of risk management and its fiscal implications. These meetings are crucial for strategic planning and adjustments.

IRS 52

IRS Automation Adjustments Audit 52