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prospect kit

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

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

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

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