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Alex Meschi 10/27/25 Alex Meschi 10/27/25

From Returns to Retainers: Launching a Quarterly Advisory Subscription

Discover how accounting firms can shift from seasonal tax work to a steady quarterly advisory subscription model that unlocks predictable revenue, deeper client relationships, and value beyond compliance.

Alex Meschi 10/9/25 Alex Meschi 10/9/25

How a Government Shutdown Impacts Accounting Firms — What to Expect & How to Prepare

A U.S. government shutdown can disrupt IRS operations, delay tax filings, and pause modernization projects. Here’s how accounting firms can navigate the uncertainty and support their clients.

Alex Meschi 8/28/25 Alex Meschi 8/28/25

The New Accounting Equation: AI + Advisory + Outsourcing

Discover how accounting firms can thrive in 2025 by combining AI, advisory services, and domestic outsourcing. Free up capacity, deliver more value, and scale profits.

Alex Meschi 8/21/25 Alex Meschi 8/21/25

Make the OBBBA Work for Your Firm: Tax Advisory Strategies Under the One Big Beautiful Bill

The One Big Beautiful Bill reshapes tax law and creates major opportunities for accountants. Discover how advisory services can help clients maximize new credits and deductions while boosting your firm’s profitability.

Alex Meschi 1/10/25 Alex Meschi 1/10/25

Getting A Head Start This Tax Season: Tips For CPAs And EAs

Tax season is around the corner, and for CPAs and EAs, preparation is key to navigating the busiest time of the year smoothly. Taking proactive steps now can save valuable time and stress when deadlines loom.