Practice Management

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Customer Relationship Managers can be the backbone to long-lasting relationships across your firm and lead to accelerating your firm’s growth. Read more

Practice Management

There are a lot of tech improvements you could do—but which are the right and best ones to invest your time and money into? Behold, a framework for CPA firms to identify, prioritize & decide on which technology priorities to invest in for your firm! Read more

Practice Management

Research suggests that attracting new clients costs 5 to 25x more—yet most companies focus more on client acquisition than they do on client retention. This can be a costly mistake because it leads to client base churning and inefficiencies. Read more

Practice Management

Are you aware that Intuit offers an online practice management app for accounting professionals using Lacerte and ProConnect tax software? It's called Intuit Practice Management and it's been updated for this season. Read more

Practice Management

With busy season just around the corner, implementing workflow automation now can help your firm be more productive, deliver higher quality services and improve its client experience. The key to achieving this is to leverage available technology. Read more

Practice Management

Trying to figure out how to plan for potential changes associated with tax policies and changes that may come about as a result of the Biden Administration, here is a webinar proposing to give you look into their crystal ball. Read more

Practice Management

Interested in trying to figure out what 'might be' the effects of 'maybe tax changes'? Software now available to compare current law vs. proposed tax changes to aid in future tax planning. Read more

Practice Management

Emotional branding is one of the key parts of a broader marketing strategy that aims at converting customers into brand advocates through establishing meaningful relationships with them. As Elmer Wheeler said, ‘Don’t sell the steak, sell the sizzle." Read more

Practice Management

Marketing and branding have become the top areas of investment for many industries, and accounting is not an exception. Let's take a look at a few universal strategies that will help you build the brand for your accounting firm. Read more

Practice Management

Tax automation systems are getting a lot of attention because they can improve efficiency and profitability. You need to develop a plan and stick to it when onboarding with an automation service provider. Here are five easy steps to consider. Read more

Practice Management