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client engagement

According to recent research of Bizink, more than 50% of accounting firms get 1-5 leads per month, and 25% shows even worse results – they get no leads at all. So, what boosts digital marketing for accounting firms? Let's find out. Read more

Tax & Practice Management

There are dozens of ways to be engaged with your clients and fellow accounting professionals on social media. This article from Amy Northard, CPA gives some tips on how to get out of your comfort zone and make social media work for you. Read more

People & Business

There’s a famous quote that goes something like this: “Your company’s reputation is not what you say it is. It’s what your customers say it is.” How would customers describe their experience with your product, people, website, office, or ad campaign? Read more

People & Business

Got a new website, but getting no emails? Got new certifications but your phone still doesn’t ring? It could be you have a weak link that needs fixing in your marketing process. Read more

Tax & Practice Management 1 Comments

We have partnered with Intuit to bring you four webinars on the ins and outs of QBO Advanced and how to serve high-value clients efficiently with it. Read more

Training and Live Events

All clients want to make sure they are getting their money's worth - so we need to make sure we understand the technology of how to create value, otherwise known as 'sales!' Read more

People & Business

Summer can be slow for some accounting firms and especially some tax firms. But it doesn’t have to be if you know what to do. Here are three ideas you can use to boost not only your summer revenue, but your revenue all year long. Read more

Tax Practice News

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Whether you provide accounting services as a solo entrepreneur or work full-time hours in an accounting agency, the inclusion of business storytelling in your marketing materials can transform the way you engage clients. Read more

People & Business

We might need to occasionally slow down and ask ourselves whether we are working on the most profitable things we could for our business. Are we constantly fighting fires, dealing with urgent but not important client matters and neglecting growth? Read more

Tax & Practice Management

APPS Directory Spotlight - Practice Ignition

Smart accountants and bookkeeping firms use Practice Ignition to sign more clients, improve cash flow, streamline client onboarding and forecast their company's success. Read more

Apr 25, 2019 12:21 PM From The Publisher

Business

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Referral programs are often used to attract new clients with the help of the existing ones. To make sure you are getting the quality referrals from your current clients that you want, there are a few strategies you can implement. Read more

Tax & Practice Management

This year, ditch the “same old” and be intentional about client experience. Read more

Tax Practice News 1 Comments

Things like new technology and changing client needs are shifting the accounting profession in a lot of ways, Darren Root gives you some tips on how to use this shift to your advantage and gain more clients, not lose them. Read more

People & Business

Clio Grow, bringing practice management, client intake, and CRM has been announced for early 2019. Volume Ltd. has announced new training and certification experiences for Intuit QuickBooks ProAdvisors in the US and UK. Read more

Vendor Corner

By Jennifer Warawa, Executive Vice President of Partners, Accountants and Alliances at Sage, discusses different ways your firm can provide personalized and engaging client experiences. Read more

Tax & Practice Management

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