Freelancers that May Need Your CPA Services - My CPA Dashboard

Freelancers that May Need Your CPA and Accounting Services

3 Types of Freelancers that May Need Your CPA Services and You Should target Freelancers? Freelancers are “the jack of all trades and master of some”. Apart from offering expertise and delivering service in certain niches, they also take care of many aspects of their self-employed work model. Nonetheless, bookkeeping, accounting, and tax preparation are …

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redefined cpa

3 Ways Technology Has Redefined CPA Practices engaged in Digital Transformation

Gone are the days when CPAs had to work through a stash of paper to get things done. With the marvels of electronic and digital transformation, now every accountant and bookkeeper even those operating out of a brick and mortar office are laced with technology or digital transformation. Today, a lot of CPAs are operating …

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Core Elements of Excellent Customer Service for Online CPAs

Quality Customer Representative Skills for Online CPAs: What They Need to Know

What does it take for a business to become a brand? A lot of factors are involved but customer representative skill is one of the essential keys for brand building. In the accounting world, online CPAs should have skills that enable them to provide the services needed by customers. The core values of online CPA …

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3 Reasons CPA Should Provide “Out of Hours Support”

3 Reasons CPA Should Provide “Out of Hours Support”

If you provide online bookkeeping services to small and medium-sized businesses and want to add a USP to your credentials, then consider offering out of hours support to clients. Bookkeeping and accounting experts that work with businesses without sharing the same physical location can make their operations more flexible by offering out of hours or …

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Questions to ask a CPA

Guide for First Time Client Communication: Questions to ask a CPA

The accounting world is obsessed with financial services, reports, and statements. Yet sometimes we tend to forget that even accountants and clients need to lay a foundation of communication between them. You might be communicating with the hired professional but what questions to ask a CPA especially when it’s your first time hiring one?  You …

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