Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

Accounting 59

Accounting Clients Compliance Taxes 59

Diamond Consultants

OCTOBER 10, 2023

Advisors breaking away for independence know what they are giving up, so how can they justify making this leap? Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report.

Math 52

Math Recruitment Consulting Estate Planning 52

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

AUGUST 22, 2023

From incorporation fees to purchasing tax and accounting software to optimizing your human capital (time), we’ll explore the many costs associated with starting an accounting firm and the operational expenses you should anticipate as you grow your new business. At Harness Tax , there’s no need to manage lots of subscriptions.

Accounting 52

Accounting Taxes Insurance Startup 52

Diamond Consultants

AUGUST 9, 2022

With so many options to choose from, how does an advisor decide which path to independence to take? Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line. So much so that even our own guidance to advisors has changed over the last few years.

Compliance 59

Compliance Recruitment Clients Retirement 59

Harness Wealth

AUGUST 17, 2023

In this guide, we’ll dive into all these vital aspects, and outline how Harness Tax can further facilitate your growth and marketing efforts. Table of Contents Understanding Client Ownership and Ethics Can You Take Clients With You When Leaving a Tax Firm? Can You Take Clients With You When Leaving a Tax Firm?

Taxes 52

Taxes Clients Ethics Accounting 52