Mastering Growth: Insights & Strategies for Financial Professionals

Mastering Growth: Insights & Strategies for Financial Professionals

IRS Urges Taxpayers to Choose Tax Preparers Carefully

by IRS

WASHINGTON — The Internal Revenue Service today reminded taxpayers that choosing the right tax professional is essential to helping them avoid tax-related identity theft and financial harm.

While most tax return preparers are trustworthy and provide high-quality service, some engage in fraud, identity theft and scams. Taxpayers must understand who they’re hiring and ask the right questions before handing over their sensitive personal and financial information.

Remember: Taxpayers are legally responsible for the accuracy of their income tax return, even if someone else prepares it.


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Five Strategies for Managing Cash Flow Without Increasing Workload

By Contributing Author Katie Thomas, CPA and Editorial Placement by William Murphy

Managing cash flow is a priority for many firms and something they want to improve. Cash flows in during tax season, then up and down for the rest of the year. While stabilizing cash flow is a top priority for many firms, the idea of adding more work to achieve it can feel counterproductive. After all, increasing revenue shouldn’t come at the expense of:

  • More time in the office
  • Unhappy employees
  • Burnout

Avoiding cash flow problems from the start is a good way to enter the year ahead, and you can begin by integrating the cash flow management strategies below into your firm.


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Growing an Accounting Firm & Tech Tools for Bookkeepers with Sal Rezai

In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Sal Rezai , founder of Accounting by Sal, about her journey in building a firm that serves service-based SMBs in the U.S. and Canada.

Sal shares insights on:

? Common accounting software mistakes and how to fix them

? The shift to the Business Bookkeeping Academy for bookkeepers and CPAs

? Must-have tech tools for efficient accounting practices

? Client onboarding strategies and community-building initiatives


?? Watch now and level up your accounting practice!


HR Compliance Strategies for High-Regulation Industries

Speaker - Michelle LeBlanc, SHRM-SCP, MS-HRD

Industries with strict regulatory oversight—such as energy, manufacturing, healthcare, financial services, alcohol and tobacco, and firearms—face unique workforce challenges. From hiring and training requirements to ongoing compliance tracking, HR plays a critical role in ensuring businesses stay compliant and avoid costly fines or penalties.

This session will equip accounting and finance professionals with insights into how regulatory frameworks impact HR operations and how they can help businesses or clients structure their workforce to remain compliant.

Learning Objectives:

By the?end of this one-hour webinar, participants will be able to:

1. Understand the HR challenges specific to high-regulation industries.

2. Identify key hiring and training requirements that impact compliance.

3. Learn best practices for compliance tracking and risk mitigation.

4. Explore how finance and HR teams can collaborate to prevent compliance-related financial penalties.

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