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Strategy

June 28, 2018 at 2:00 p.m. EST. In this moderated discussion, Laura Redmond, co-creator of Aero Workflow and Judie McCarthy, co-founder of Client Hub, offer actionable insights on growing your firm intentionally. more

Educational Webinars

I often say “filing tax returns doesn’t grow your firm, but strategy and planning do.” Nothing wrong with filing tax returns, but they simply support your current team, and serve your current clients. more

Training Center

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    office team

    Young Hispanic Businesswoman Smiling During Office Meeting in Board Room

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