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7 Tips for Taking Control of Your Meetings

We’ve talked before about how in the digital age your firm is going to have to reposition itself from being “just the accountants” to being a financial consulting firm for your clients. We’ve discussed some of the methods you’ll make

December 5, 2023

Client Retention – A Challenge for Practice Buyers and Sellers

As a practice owner you spent your career building the firm from the ground up. You now have a book full of loyal, regular clients and business is still growing. The time will come when you will have to sell

December 4, 2023

Five Little-Known Secrets this Multi-Million Dollar Sole Practitioner Used to Build His Empire!

Have you ever wondered how some businesses seem to fly along increasing in size and revenue and other businesses struggle to just maintain the same profitability, even though they are in the same market? The businesses can look the same

December 1, 2023

Content Marketing – What It Is and Why and How Expert Marketers Are Using It

Content Marketing is an umbrella term encompassing all marketing formats that involve the creation and sharing of content in order to attract, acquire and engage clearly defined and understood current and potential consumer bases with the objective of driving profitable

November 30, 2023

4 Tips to Getting the Most Out of Your Busy Tax Season

We know the idea of trying to do even more during your busiest season seems like a bit of a stretch. But we’d like to suggest that your busy season is also the best season for shaping up your firm’s

November 29, 2023

Could Your Team Be Stronger?

Getting the right people under your roof can have a major impact on your business in two ways. First, everyone on your team (including yourself) will enjoy and appreciate their work environment more, resulting in a greater output. Second, filling

November 28, 2023

8 Time-Tested Social Media Methods

The upside to social media is that it has the potential to bring explosive growth to your client roster. The downside is that it can be a tremendous time-sink if you’re new to the game and you can’t afford to

November 27, 2023

Are You Hurting Your Business with Your Blog?

Having a Business Blog is a way for you to give out advice and tips and answer questions, positioning your firm as an authority and becoming the go-to firm for answers. There is however a flipside – a poorly designed

November 24, 2023

Want to Know How to Turn Mistakes Into Money?

Nobody wants to have to tell a client that they screwed up. This in essence is the key – do not say sorry without having a fix. The fix is part of the apology, and the two must always go

November 22, 2023

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