Tax Accounting: 94% of CPA Firms Face Talent Shortage. What Now?
Tax accounting is under pressure. A single number from a survey published this month should give every CPA firm owner pause. Just 6% of finance and accounting leaders say they have the talent they need to complete their high-priority work in 2026 – meaning 94% are heading into peak tax season already under-resourced. (Source: Robert […]
How Virtual Paraplanning Service Transformed a Growing Wealth Firm
Client Overview Syntara Wealth Partners (Fictionalized representation of a high-growth RIA) Industry: Financial Planning & Wealth Management Key Outcome Achieved a 40% increase in plan capacity while reducing operational overhead by 30%, utilizing a “strategy-first” virtual paraplanning service for comprehensive financial planning support. The Problem: The Growth Paradox Syntara Wealth Partners faced a challenge common […]
AICPA Engage 2024
Want to know more? Thank you for joining us at AICPA Engage 2024! ARIA Resort & Casino, Las Vegas, NV Know more about Befree Thank You for Visiting Befree at AICPA Engage 2024! We were thrilled to be one of the exhibitors at AICPA Engage 2024, one of the largest gatherings of accounting and finance […]