Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services
Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...
What’s the Most Vulnerable Part of Your Firm?
What is the most important part of your business?
You may have (not) guessed it...
Your laptop...
If someone steals your laptop, they can easily sell it...
The Pros of Paperless Document Management
Document management is knowing what you have, where you have it, and how long you have to keep it. Document management is also a...
Start. Structure. Scale.
Arthur Ashe once said, “Start where you are. Use what you have. Do what you can.” Some of you may have been in practice...
Get Ahead of Collecting New 2021 Client Tax Data
Suffice it to say that the last three tax seasons might be the worst three in the history of forever. If not, all three...
The 8 Habits of Highly Effective Tax Planners
Over 30 years ago, Stephen Covey published “The 7 Habits of Highly Effective People." The book became a bestseller and is often referenced to...
Hiring and Retaining Staff: 2022 and Beyond
It’s easy for me to sit on this side of the page and provide you with insights on how to hire and retain staff...
Does Your Tax Software Already Take Care of Your Security + Compliance?
Last time we talked about the IRS requirements for a data security plan was during PTIN renewal. Here's a great question that I get...
CPE Webinar: Create your advisory service lines using KPIs
September 29, 2021 at 12:00 p.m. Eastern Time | 1.0 CPE Credit
Looking to clearly define your CAS business model, but aren’t sure where to...
Effective Client Communication Strategy
Having effective client communication is the first step to offering advisory services. Developing the strategy to work smarter, not harder when it comes to...
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[CPE Webinar] Big Issues in 2021 – Identifying Risk is the First Step to...
September 29 at 1:00 p.m. ET | Presented by Peter J. Larkin and Cynthia Butera | 1.0 CPE Credit
The economic landscape for 2021 has...
Key Strategies to Help Your Firm Succeed in Today’s Evolving Accounting Profession
Regulatory changes, emerging trends, and new technologies. Alone, each of these developments would be enough to create a rapid evolution in the accounting profession....
Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services
Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...