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Susan Pruskin

What Does Trusted Advisor Really Mean?

Be smart, be kind, be valuable. Susan Pruskin examines the trusted advisor role and offers timely advice.

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Tammatha Denyes

6 Tips to Provide Impeccable Client Service

Tammatha Denyes explains how to create satisfactory client relationships.

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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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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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Firm of the Future Team

How to Become a Firm of the Future by Adapting in a Changing Industry

In this competitive, demanding, technology-driven world, firms will have to change the way they are doing business.

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Susan Tinel, EA

How to Be a Trusted Advisor – Post Wayfair

It's time to strike while the iron is hot! Tax expert Susan Tinel discusses how the Wayfair decision is a boon for accounting and tax firms.

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Loren Fogelman

Easy Ways to Reach Out to Your Clients More Often

Learn how to create and maintain more productive relationships with your clients; it's not difficult, but requires a strategy.

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Darren Root

Is Accounting Dying? Not By a Long Shot!

From Darren Root's perspective, there’s never been a better time to be in the accounting profession. 

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Beth Melcher

Conduct Your Clients' Business Health Assessment

Get expert advice so that you can help your clients know the meaning behind their numbers and take their businesses to the next level.

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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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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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Edi Osborne

Learn How a True Trusted Business Advisor Adds Value

Being a trusted business advisor often ends up looking more like 'Random Acts of Consulting.' Learn how a true trusted business advisor adds value.

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Kim Austin

How to Stand Out in a Crowd of Accountants

What do you do to show your clients that you value their business, and you want them to come back?

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Liz Farr, CPA

What are the Elements of Value for Business-to-Business Decision Makers?

Finding and delivering value for your clients takes more than just time and effort; it also requires research, analysis and high-level decision making. See 40 key elements of value and how you can help your clients apply them.

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Liz Farr, CPA

4 Reasons Your Clients Should Create an Online Social Security Account

Read more about Liz Farr helped her clients set up "my Social Security" accounts to prevent fraud.

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Danielle Ernst

Meeting Client Expectations: Embrace the Power of Automation and Artificial Intelligence

See what your small business clients expect from you to continue to build your role as their trusted advisor and help them grow now and into the future.

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Liz Farr, CPA

Business Identity Theft is on the Rise: Are Your Clients Protected?

Understand business theft, what the IRS is doing about it and how you can help your clients avoid costly mistakes.

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Firm of the Future Team

Accounting for Change ... the Cloud was Just the Beginning

The cloud reshaped the accounting industry, but that was only the beginning. See what new technologies will impact you and your firm, and how you can utilize them to continue growing and delivering powerful solutions to your clients. 

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