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Firm of the Future Team

Succession Planning for Family Owned Businesses

Get steps and advice for a successful succession plan. 

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Liz Farr, CPA

How Your Clients Can Use Technology to Track Business Miles

Find better ways to accurately account for your business miles to stay out of trouble with the IRS.

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Darren Root

How to Give Great Service and Win More Business

Becoming a Firm of the Future means deliver your clients a great experience. Get advice on how to do that to thrive at your firm. 

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Joe Carufe

Your Passion for Bookkeeping Makes Small Business Dreams Possible

See what kind of impact your hard work and dedication as a bookkeeper truly has on others. 

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Elizabeth Joyce

How to Help Your Clients Choose the Best Bookkeeper

Find out how to focus on higher-value services – and less on bookkeeping.

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Melissa Lin

Jump Start Your Clients' Businesses: Get Your Free eBook

Stacy Kildal, QuickBooks and Square have partnered to help you plan your clients’ businesses for success with their informative eBook. Walk your clients through the 5 steps of evaluating their businesses and taking action to make improvements.

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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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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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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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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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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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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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Hector Garcia, CPA

Average Cost vs. FIFO Inventory Valuation in QuickBooks

Learn about Average Cost, FIFO Inventory Valuation and how to manage them in QuickBooks.

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Meredith Wood

Strategies for Guiding Your Clients Through the Loan Process

Helping clients with their small business loan application is an opportunity many accounting professionals are missing out on. Get tips and strategies for guiding your clients through the loan process.

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Sabrina Parsons

Strategies to Help Your Accounting Clients Grow Faster

Get strategies to become your clients' trusted advisor and help them grow their businesses.

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David Bergstein

Become a Trusted Accounting Advisor to Drive Recurring Revenue

Learn how to ensure your clients come to you for advisory services regularly, and not just once a year. See tips and strategies for providing consistent advisory services to your clients.

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Darren Root

Moving From Accounting Sales to Accounting Consulting

Learn why attracting lifelong customers by being irreplaceably useful should be a very familiar concept to accountants.

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