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Marjorie Adams

#RecipeForSuccess: Engaging a Professional & Field Service Client

Do you work with Professional and Field Service clients? Are you looking to expand into a new niche? Get Master Chef Marjorie Adams’ key ingredients for working with Professional and Field Service clients, and join the conversation on Twitter: #RecipeForSuccess.

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Heather Satterley, EA

#RecipeForSuccess: Helping Your Clients Start Their Own Home-Based Business

As part of a social campaign, #RecipeForSuccess, ProAdvisors are creating recipes for small business success. Here's one from Heather Satterley you can read and pass on to your small business prospects and clients.

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Melissa Lin

QuickBooks and PayPal Can Help Your Clients Get Paid Faster

Tap into the 197M customers looking for PayPal as a way to pay and get paid faster.

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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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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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7 Value-Added Services to Expand Your Accounting Practice

There are tremendous gains to be had for your practice and your clients by helping your clients with more than accounting and taxes. Here are seven value-added services you can easily introduce to your lineup.

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Jim McGinnis

Trusted Accounting Advisors Should Embrace Value Pricing

You matter way more than you might think. Become a Firm of the Future by being there for your clients and having their back.

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Meredith Wood

How to Determine if Your Client is Fundable

Learn which factors to consider when helping your client determine their likelihood of securing a loan.

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Meredith Wood

Alternative Lending Options for Your Clients

Because bank lending for small businesses is historically low, explore the options available via alternative lending.

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Sabrina Parsons

Solve SMB Cash Flow Management Problems With the Right Technology

Help your small business clients better manage cash flow problems and remain strong and healthy.

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Jim McGinnis

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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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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Stacy Kildal

How Value Billing is Changing How Accountants Work With Clients

Learn how value billing is changing the way accountants and bookkeepers work with their clients.

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Hector Garcia

Tips for Creating Organized Financial Statements

Learn how Financial Statements should be presented to a bank so that it can perform a fast and precise analysis of the financial health of the business.

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Joel Hodges

How to Partner With Lawyers, Financial Planners and Estate Planners

Learn how tax providers can maximize their client services by partnering with other advisors, such as lawyers, financial planners, and estate planners.

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Joel Hodges

Accounting Client Bonds Stronger Through Business Planning

Tax planning for your client should be a year-round effort. Learn how to communicate with your clients about taxes throughout the year.

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