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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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Firm of the Future Team

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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Jonathan Bello

#RecipeForSuccess: How to Assess a New QuickBooks Client

Get expert advice on how to handle a new QuickBooks client.

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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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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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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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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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Rhondalynn Korolak

Here's Why Apps Aren't the Answer to Advisory

Get expert advice on how to be a better trusted advisor so that you can help your clients grow and reach their full potential. 

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Rhondalynn Korolak

2 Empowering Three-Letter Words That can Help You Become a Firm of the Future

Get expert advice on how to become a better trusted advisor and a Firm of the Future.

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Loren Fogelman

Easy Ways to Touch 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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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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Brandy Derrick

How to Help Your Law Firm Clients Save On a Big Expense: Rent

See how to provide your clients value and build your role as their trusted advisor by saving them money. 

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Kessla Sloan

How Cloud Tax and Accounting Makes Tax Season a Breeze

See how the cloud is impacting tax and accounting. 

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Accountants Are Good - Trusted Advisors Are Better

Reconciled It's clients are looking for "forward thinking, strategic business advice." They want more than "just" an accountant; rather, they want a financial advisor, a business partner - a trusted advisor.

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How the ProAdvisor Program Helps to Differentiate Accounting Pros

Karine shares that being a ProAdvisor validates her skills and provides comfort to her clients because they know she is an expert in not only accounting, but also in the QuickBooks Online platform.

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