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New Clients

There are dozens (and maybe hundreds) of ways your business can leak money. In this article, I’ll visit three ideas that are fairly simple to implement and may be some great goals for you to consider in your business. Read more

Tax & Practice Management

Price only becomes an issue when the perceived value is not there. Even though actual value is very likely present -- if it is not communicated in a way that the prospect can see it. Therefore, your focus should be on how best to communicate value. Read more

People & Business

IA Live Event Report 2019

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Don't rely on the boom of tax season for the bulk of your income. Michael Rozbruch's Annual Tax Resolution Success Summit will help you put more business in your pipelines and more money in your pockets. Period! Read more

Training and Live Events

IA Live Event Report 2019

Storyblocks Video

How to Get Paid What You're Worth Every Time is a live webinar series with Sandi Leyva, President of Accountant's Accelerator and author of Insightful Accountant's Accelerate Your Practice series. Learn all about it here: Read more

Training and Live Events

Please Participate in Our Survey

Are you curious as to how accounting professionals in public practice are acquiring new clients?  We are too, so we’ve designed a survey to find out.  We need your help to complete it. Then we’ll share the results. Read more

Apr 26, 2019 12:05 AM From The Publisher

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

June 4 @ 2 ET: Join Ryan Embree from Practice Ignition as he shows how to attract ideal customers, present your services and value to prospective clients and how to effectively track your business growth. Read more

Educational Webinars

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

Michael Rozbruch, founder of Michael Rozbruch’s Tax and Business Solutions Academy and Roz Strategies, tells you how you lose a lot more than a prospective client when you let their calls go to voicemail. It's all about connection. Read more

Tax Practice News

Building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. And as your business deals get larger and more complex, that consistency becomes even more important. Read more

Tax & Practice Management

Clients looking for tax resolution often come through your doors stressed and uncertain of their future. The first steps you take with them will set the tone of your relationship. Make sure it's a good one. Read more

Tax Practice News

As you build your relationships with your tax clients, it’s always a good thing to see how you can serve them even better. Here are eleven ways you can add value to your existing services. Read more

Tax Practice News

When transitioning a client’s books to the cloud, Xero’s cash coding feature is a critical efficiency tool for accounting advisors. Save time and add value during the bookkeeping cleanup! Read more

General Ledger

Whether you're hiring them or onboarding them as clients, Generation Z might throw a few curve balls your way. It's important to understand where their goals and priorities lie for a mutually beneficial relationship. Read more

People & Business

Is the competition for great clients fierce in your area? If so, you need to pull out all the stops and wow your prospects so they’ll beg you to take them as clients. Here’s how. Read more

Tax & Practice Management

If we can make our businesses more approachable, we would probably have a lot more clients willing to try us out. Today’s article gives you a chance to evaluate whether you are making it as easy as possible for new customers to do business with you. Read more

Tax & Practice Management

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How can you assess if working with a client will be an asset or liability for your business? Consider asking the following questions to weed out prospects that won’t be a good fit. Read more

People & Business

Do you know how long you should wait before you follow up with a prospect? It’s truly an art to know when to follow up, what to say, and how to act without sounding too salesy or worse, desperate. Learn more in this article. Read more

Tax & Practice Management

Is this year’s government shutdown one big hassle or one big opportunity? Well, probably a little of both. Find out how to turn it into an advantage for your tax firm. Read more

Tax Practice News

Considering offering tax resolution services? Here are three proven methods for attracting a steady stream of desirable clients. Read more

Tax Practice News

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