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Practice Management

Dec. 4 @ 2:00 p.m. ET: Learn time techniques, areas of your practice you can make more profitable and areas you can leverage for more revenue, in this session presented by Sandi Leyva of Accountant's Accelerator. Read more

Educational Webinars

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Burst by Shopify

While you probably love what you do and enjoy your profession, it’s unrealistic to think there will never be a time where you will need to put your job aside to focus on yourself. Check out these tips on how to balance a busy life with a healthy one. Read more

People & Business

Nov. 13 @ 12 p.m. ET: This webinar will provide direction when reviewing and implementing workflow in an accounting practice. We will also discuss the critical stages of workflow to further help you develop and maintain peak process efficiency. Read more

Educational Webinars

Jim Buffington gives you a framework to update your services, increase your value to clients and grow your firm revenue. This change to lead with tax planning is integral with the other steps in the transformation process we discuss in this article. Read more

Tax Practice News

Practice Ignition just received a whopping A$26 million in Series B funding, led by U.S. hedge fund Tiger Global Management. If you’re not familiar with Tiger, it has backed tech successes including Spotify, Stripe, Flipcart and Ola. Read more

Vendor Corner

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While things like experience and education are important - your personality and habits can impact your clients' (or potential clients) opinions of you as well. Learn what qualities small business owners are looking for in their accountants. Read more

People & Business

Firms who have transformed from traditional workflows and compliance services almost always have a compelling vision that guided their transformation. Read about the importance of this vision in this piece from Jim Buffington in Tax Practice News. Read more

Tax Practice News

Read about the importance of using business emails from Alberto Contreras of Latino Tax Pro. Read more

Tax Practice News

APPS Directory Spotlight - Liscio

Liscio is a technology company dedicated to making it faster, safer, and more convenient for professional service firms to communicate and collaborate with their clients. Read more

Aug 27, 2019 9:02 AM From The Publisher

Most firm owners cannot afford to work ON their practices 100% of the time. They have client and employee responsibilities, among many other responsibilities. So how do you scale your practice when you don't seem to have enough hours in the day? Read more

Tax & Practice Management

Ciara MacMahon, CEO of Phase Two Management Consulting, gives you a great place to start when deciding a new staff member's pay. Read more

Tax & Practice Management

Mark Wickersham gives you some preliminary findings from his survey that some Insightful Accountant readers took part in. Read more

Tax & Practice Management

All of the work that goes into recruiting is of little value if your existing staff decides to move on. For that reason, just as much attention needs to be given to retention as to hiring. How do you keep your employees happy and productive? Read more

Tax Practice News

Create a bucket list of things you’d like to do in your business. It will get you thinking bigger than our daily routine and remembering the dreams you have for your business that you may not have thought of for a while. Read more

People & Business

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

July 17 @ 12 p.m. ET: How much money are you leaving on the table in your business? And don’t worry, I’m not talking about being pushy or getting more salesy; I’m talking about having the right tools and processes in place. Learn more in this webinar Read more

Educational Webinars

Aug. 1 @ 12 p.m. ET: How much money are you leaving on the table in your business? And don’t worry, I’m not talking about being pushy or getting more salesy; I’m talking about having the right tools and processes in place. Learn more in this webinar. Read more

Educational Webinars

Murph takes a look at Practice Management Sponsors at this year's Scaling New Heights Conference. Read more

Vendor Corner

Murph takes a look at some 'business services' who can assist you in getting your practice going and growing, and don't worry folks, there are more 'peeks' on their way. Read more

Vendor Corner

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Keith Fontaine

July 25 @ 2 ET: John Torvi will discuss the many components of a professional insurance program, what you might, and might not, need, how to assess your coverage, and how the Landy Agency serves the insurance and risk management needs of accountants. Read more

Educational Webinars

  • Canopy_workflow

    Canopy workflows streamline processes allowing users to stay up to speed, and maintain consistency throughout the firm. (Source: Canopy - Practice Management)

    Canopy_workflow

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