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Boost Your Productivity: 8 Time Management Strategies for Accountants
As a CPA, you have a lot on your plate. But create some extra time in your day by making these simple improvements.
Apr 1 2015
Why Accountants Are Now the New Trusted (Technology) Advisor
The software-as-a-service revolution is upon us, bringing with it challenges and opportunities for accountants.
Mar 31 2015
Consider These 3 Tax-Time Tips and Tricks to Grow Your Accounting Practice
Tax season isn’t just about getting the job done. It’s also the best time to think strategically for the coming year.
Mar 26 2015
8 Ways CPAs Can Raise Their Visibility in a Country Club Environment
OK, you got through the door. What’s next? There are steps you can take to increase your visibility. But be tactful about it.
Mar 25 2015
The 5 Biggest Tax Mistakes Small Businesses Make – and How to Avoid Them
For small business owners, bad tax habits can cause a lot of problems. Break those habits and avoid these pitfalls.
Mar 24 2015
7 Stupid Things Never to Say to Any of Your Accounting Clients
They slip out by accident, but leave a longstanding bad impression. Here are some clues in watching what you say.
Mar 16 2015
Three Tips to Cross-Selling More Services to Your Tax Clients
Your clients already like your tax work—so use this as a springboard to launch new engagements.
Mar 12 2015
8 Things You Should Never Say to Your Accounting Clients
With clients, it’s not always what you say—it's how you say it. A guide to putting your best foot forward.
Mar 2 2015
The 7 Key Questions When Thinking About an Accounting Firm Merger
Is it time to merge your firm? And how can you be sure you're not making mistakes that could doom the new entity?
Feb 26 2015
8 Great Ways to Get New Accounting Clients with Public Speaking
By speaking on an area of expertise, you're seen as a credentialed, qualified professional—not a salesperson.
Feb 23 2015
Why Your Firm's Next Niche Should be Business Valuation
Don't make tax season your only source of revenue. Business valuation offers a higher profit margin than tax.
Feb 18 2015
Six Low-Key Ways to Make Your Fellow Alums Your Clients
People like working with professionals they already know. And you have many ways to know your fellow college alums.
Feb 17 2015
When It Comes to Your Clients, Know How to Talk the Talk
Now is a great time to have a talk with your clients—cementing a current relationship and building new ones.
Feb 12 2015
Referrals for Experts: 3 Advanced Ways to Get New Clients
By using sophisticated techniques, you can get far more referrals than you may have thought possible.
Feb 9 2015
How to Become the Most Interesting Accountant in Just 6 Steps
Accountants are not boring—but sometimes they need a little help in putting the right foot forward.
Feb 4 2015
When It Comes to Client Networking, It Doesn't Pay to Cheap It Out
Some etiquette rules for dining out with clients. It's OK to be frugal, but even better to appear generous.
Feb 2 2015
The 4 Kinds of Clients You Need to Fire: A Primer for Accountants
No matter how badly you want more clients, there are some who aren't worth it. Be on the lookout.
Feb 2 2015
The 10 Subtle Steps to Attracting Other People’s Clients
You don’t need to go over the top but you can get potential clients thinking about you as their next accountant.
Jan 29 2015
How Accountants Can Make Themselves Essential to Their Clients
You have done everything your clients expect from you. Now, do everything they didn't expect.
Jan 28 2015
Embrace a New Role: The Accountant as Charity Fundraiser
It can be scary to get started, but it will bring you into a new world of good works—and good connections.
Jan 20 2015
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