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Joe Carufe

The Ethical Accountant Turns Away Bad Business to Remain a Priceless Addition to Any Business

Get advice for putting your clients, and their best interests, at the forefront, rather than the amount of money going into your pocket. 

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Ian Vacin

The First Steps to Becoming a Firm of the Future

ProAdvisor Heather Satterley offers her advice on becoming a Firm of the Future.

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Rob Nixon

Creating Value for Your Clients Through Real-Time Information

As a trusted advisor, it's your role and obligation to create more income for your clients; here are some tips how to do so.

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How to Grow Your Role as a Trusted Advisor

Hear why being on the cloud can help you create more value for your clients. Get tips for growing your role as a trusted advisor to your clients.

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How to Make a Difference for Your Client's Business

How embracing change can help you make a difference for clients and their businesses.

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Ian Vacin

Building Trust and Relationships as a Key Growth Strategy

Be there for your clients and cultivate your relationship with them to become a better trusted advisor, and see your firm soar.

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Karine Woodman

5 Tips to Streamline Expense Reporting

Proper accounting for expense reports is key to a solid set of books; find out how to help your clients improve their expense processes.

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Mario Nowogrodzki

How Automation Has Changed Our Accounting Processes

Find out how to move your clients' business transaction bookkeeping using innovations in technology.

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10 Effective Cash Flow Management Strategies for Small Businesses

As trusted advisors, accountants and bookkeepers, we are in a good position to advise small businesses when they are facing cash flow issues. Learn 10 proven strategies to help improve a company's cash position.

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Priyanka Prakash

5 Working Capital Options For Small Business Growth

Read a breakdown of 5 working capital options to grow your client's small business, including what type of businesses each option is best suited to, and how expensive each can be.

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How to Advise Your Clients About Business Lines of Credit

Learn what your small business clients should know about lines of credit. See a discussion of three types of credit.

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David Bergstein

Why CPAs Should Offer Small Business Advisory Services

Learn why the value of the CPA accountant, bookkeeper or advisor lies in the advice given to make their clients more profitable, liquid and solvent.

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Backroom Management Services Uses Data To Help EZPZ Meet Goals

EZPZ founder Lindsey Laurain recognized her need for an accountant. Learn how Jeff Prager & Backroom Management Services help EZPZ meet its goals with data-backed advice.

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Hector Garcia

Strategies for Helping Your Clients Earn More Money

Learn how and why a large group of accounting professionals now concentrate on “Advisory Services."

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Priyanka Prakash

5 Ways to Help Your Small Business Client Get a Bank Loan

This article covers 5 steps your small business clients can take to better position themselves for successfully obtaining a bank loan.

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Jeff Borschowa

Moving From Standard Accountant to Trusted Business Advisor

Learn how to build client loyalty and be there for your clients every step of the way.

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Jeff Borschowa

4 Key Trends Shaping the Transformation of the Accounting Industry

Learn about four key trends that will result in the complete transformation of the accounting industry.

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Scott H. Cytron

How to Help Your Clients Get a Grip on Expenses

Whether your clients work for themselves or run a small business with employees, they may find that expense tracking is a time-consuming task. Discover how to make expense tracking easier and more efficient.

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