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Client Support

Donna Leyens hears the following complaint from advisors/consultants all the time. “My clients pay me good money to advise them and then they don’t take my advice.” Perhaps you have experienced this phenomenon in your own life. Click to read more. more

Training Center

Mona Patel, CEO and founder of Motivate Design, shares insights on why it's important to shake up your routine and think outside the box. more

People & Business

In his ongoing series for Insightful Accountant, thought leader Hitendra R. Patil shares insights from his book, "Accountaneur: The Entrepreneurial Accountant." Here, he examines if your company is built for future success. more

People & 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

People & Business

John Silvani of Gravity Software shares more insight into why a CRM system is a critical to the future more

People & Business

Stacy Kildal, the “QBO Queen” will provide an overview of numerous applications that work with QuickBooks Online. more

Training Center

Leslie Jorgensen will discuss how to best leverage the cloud to efficiently and effectively provide virtual accounting support. more

Training Center

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