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Does your organization have a charter for its internal audit function? This simple document creates a clear understanding of the internal audit's role, fostering transparency and alignment with the organization's goals. Download a sample copy to customize for your organization. https://lnkd.in/gyvJVxvc

Scope creep is a real challenge for many accounting firms, but it doesn't have to be. Discover how to set clear expectations from the outset and effectively communicate with clients to maintain a healthy project scope. Take control and protect your firm today: https://intuit.me/4aQMdTT

When it comes to accounting services, clarity is key! Engagement letters are more than just paperwork; they define the scope of work, protect your data, and ensure a professional, transparent relationship. Learn how these letters benefit both accountants and clients. #Accounting #EngagementLetters

Dare to Dream Big! 🚀 Elevate your accounting firm's potential to new heights with the game-changing QMK Consulting Partnership. Unleash success like never before! 🔓💼 #AccountingExcellence #QMKPartnership #FinancialGrowth #StrategicConsulting #SuccessUnleashed #ElevateYourBusiness #UnlockingPotential #BusinessTransformation #FutureOfFinance #InnovativeSolutions

Management Accounts: Importance for Business Operations 👨🏽💻   Management accounts play a pivotal role in providing valuable insights and facilitating strategic planning.   Find out more about how management accounts can assist your business operations in our latest article linked below.   https://lnkd.in/eNfNyXHc   #wearenrb

🌟Symposium Session Spotlight🌟 Join us at the ALANYC 18TH ANNUAL EDUCATIONAL SYMPOSIUM & EXPOSITION for an insightful session you won't want to miss! Session: Decision Nirvana: How to Select a Financial System that is "Right Sized" for Your Firm Implementing a new Financial Management/Matter Management system is often a dreaded exercise for most law firms.  It’s not a decision-making process for the faint of heart.  Many firms are forced into this process when their existing Financial Management system is being “sunsetted” by the software vendor.  Others are navigating this new pathway to obtain more productivity and to deliver modern tools for the firm’s users.  In this session, we are focusing on how you accomplish this goal by providing you with tips, tricks, and insights on how to make this evaluation and selection process less painful.  Topics to be discussed include: •        Providing an overview of the Financial Management Application Landscape •        Performing a Business Requirements Process to identify the firm’s needs •        Building a supporting evaluation team at the firm •        Conducting the Discovery Process to identify those vendors who align with the firm’s business requirements •        Tracking the Vendor Analysis process •        Performing the Reference Check process •        Fine-tuning of the Contract/SOW process •        Coordinating the vendor research information to present to the Executive Team CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Financial Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Financial Management. Speakers: Tina Carter, Office Manager and Systems Administrator at Dunnington, Bartholow & Miller LLP; Ann Gorr, Principal at Ann Gorr LLC; Michael Leonardi, Executive Director & Chief Financial Officer at Holwell Shuster & Goldberg LLP. 📅 October 19, 2023 🕙 Time: 3:20 PM - 4:20 PM 📍 Location: Convene, New York, NY Register: www.alanyc.org/symposium #ALABuzz #Invoicing #EmployeeWellbeing

New client? Find out why accounting engagement letters are crucial. Learn how to draft an effective engagement letter in this comprehensive guide.

Discover how technology propels accounting advisory business to new heights in our exclusive webinar! Valuable insights and practical tips for leveraging technology-driven strategies to propel your practice to new heights are shared in this webinar. Watch the recording today! https://ow.ly/Y2Vt50Pj59G #accountants #technology #businessadvisory

Redefine your consulting firm's success 🌟 Dive into our latest blog where we unveil alternative pricing strategies that go beyond billable hours. #ConsultingInnovation #PricingStrategy

Tom and Adam delve into the critical roles of pipeline management and client onboarding in accounting firms. They discuss how effective pipeline management can align sales, operations, and finance, and provide valuable insights for forecasting and resource allocation. The conversation then shifts to the importance of a structured onboarding process, setting clear expectations, and delivering a seamless client experience from the start. Tom and Adam also share practical strategies and real-world examples to help accounting firms optimize these crucial processes and drive long-term success. Earn CPE for “Forecasting and First Impressions: Mastering Pipeline and Onboarding” by Adam Hale, CPA and Tom Wadelton on #EarmarkCPE Listen here 👇 https://lnkd.in/gm4tHvvK