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New Clients

Dawn Brolin, CPA, Advanced Certified QB ProAdvisor and managing member of Powerful Accounting, has developed two policy and procedure packets to help you standardize your business. more

Blogs

Thought leader James G. Herblin, CPA, shares his insights on developing and maintaining client relationships. more

Sep 22, 2016 3:00 PM People and Business

Ingrid Edstrom maintains a waiting list of clients to ensure that her company is prepared to take on new clients, and maintain the level of client services and support she wants her firm to deliver. more

Jul 5, 2016 5:12 PM People and Business

After attending the "Scaling New Heights 2016" conference in the Bahamas, Leah Welsh, founder and owner of Strategic Accounting Solutions, discovered that the building blocks for success we need often are right in front of us. See what they are. more

Jul 5, 2016 2:36 PM People and Business

Robin Hall of Varc Solutions shares her thoughts on serving new clients. more

Blogs

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