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Gain the CMA after the CPA to catapult your career

If you’ve earned the Certified Public Accountant (CPA) certification, then you know that the process of doing so is challenging and rewarding. With this license, you can enjoy the CPA benefits of higher income, more vocational opportunities, heightened job security and elevated industry esteem. You might consider yourself on the ultimate career path.   But what […]

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Maximize your Certified Management Accountant test prep

As a full-time accountant, studying for the CMA Exam needs to be as efficient as possible. Traditionally, exam candidates cram quick study sessions into their daily routine, hoping to learn as much material as possible. But what they don’t understand is how this method could be working against them.  Instead of cramming material, try these […]

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Surgent offers career guidance for accounting professionals

Accounting might not be for everyone, but everyone who enters the field will find a path suited to their talents. The field of accounting is rich with career choices, branching in different directions but all leading to the satisfaction of helping others make sense of their money. Which path is right for you? It depends […]

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How to price your tax preparation services

Ready to start your tax business for the new tax season but wondering how much to charge? It can be difficult to price your own services. If you’ve done any market research you’ve likely discovered that the cost of preparing any tax return can vary dramatically among different tax practitioners.  Many tax preparers charge by […]

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The best CMA study materials and their use cases 

The Certified Management Account Exam (CMA Exam) has several exam prep options at your fingertips, each involving different study materials and techniques. Your primary choices include:  This comparison will help you evaluate your options, see why you should consider an adaptive course and examine the use cases for other study materials.  Study option 1: courses […]

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Marketing strategies to prepare your business for tax season

When it comes to taxes, 2022 was a crazy year. That’s why it’s so important to start prepping for 2023 now to ensure you get the most business out of the season. Taxpayers continue to focus on digital solutions, and there are numerous ways you can optimize your online and physical presence to capitalize on […]

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Best practices for answering the phone at your tax business

When a client has an issue or wants to learn more about the services you provide, all the digital tools in the world cannot replace speaking to a real person. It doesn’t matter how comprehensive your website is or how advanced your automated operator is, you will need a team ready and able to answer […]

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The different jobs you can get with an EA credential

There are dozens of factors that go into job satisfaction, not just the work you’re performing. You should also consider factors like:  Being an enrolled agent offers solid career benefits: there are hundreds of options, and there is no one-size-fits-all career path.   To help you find the perfect career as an enrolled agent, we’ve put together a list […]

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How to study for the Enrolled Agent Exam

The Enrolled Agent Exam (also called the IRS Special Enrollment Examination) is a 3-part process requiring careful preparation. While some exam stress is natural, it doesn’t have to feel completely overwhelming.  Do any of these sound like you?  Fear not – you can find study materials that match your learning style and make good use […]

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