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client needs

Sept. 19 @ 2 ET: This session will focus on defining the trusted advisor in terms of services you are already positioned to provide, & maybe help you realize some of the services you shouldn't be providing, but instead, partnering with others. (CPE) Read more

Educational Webinars

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

Need to find new tax clients this year? Use this checklist of tips from Sandi Leyva of Accountant’s Accelerator to get a head start on growing your tax practice this season. Read more

Tax Practice News

It seems like the workforce was just introduced to Millennials – how can Generation Z already be bursting through the seams? Read more

People & Business

Shake Hands Agreement

Pixabay

There’s no denying that the bulk of business owners rely on the expertise of their accountant to make pressing financial decisions. Because when serious money starts rolling in, so do a variety of unexpected challenges. Read more

People & Business

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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