Category: Audit/Accounts
Delivering poor quality advice? You need better information
As you read this article, ask yourself a question: “How can I expect to provide good quality tax advice if I don’t have all the information I need?” It’s a simple one, but this question usually raises some eyebrows amongst accountants, many of whom think that generic tax advice will suffice. But, as we all […]
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Client-side audit problems you need to fix
When it comes to performing audits, you are in control of what you or your team does – their actions, processes and performance are your responsibility. However, one side of audits that is somewhat out of your control is what we call “the client-side conduct.” This is as it sounds – it’s the way your […]
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Could your firm benefit from online forms and an automated workflow?
Paper-based and traditional methods of document management are outdated, insecure and inefficient. Traditional methods mean that documents like customer orders, evaluation feedback, membership forms and satisfaction surveys get “lost in the post” – as a manager, it’s hard to keep track of information and where it’s gone. They prevent your team from completing work on […]
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You made it through personal tax return season – now what?
We think congratulations are in order. This tax year, there were over 11 million Self-Assessment tax returns filed to HM Revenue & Customs (HMRC). All that hard work, late nights, digging through paperwork and badgering customers really paid off. However, many of you had a more miserable experience than is necessary. Why? Because your personal […]
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Accountancy guide on how to integrate high-quality apps into your tech stack
Tech stacking is the process of combining different technology tools and software to create a comprehensive system that supports your firm’s operations. The goal should be to select and integrate these technologies, so they work seamlessly together. Essentially, it’s about building a custom toolbox of digital solutions tailored to meet the specific needs of your […]
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