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Ingrid Edstrom

#RecipeForSuccess: How to Engage the Right Clients for Your Firm Using Exclusive Onboarding

Get advice on how to find your ideal client and develop a long-lasting client relationship.

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Carla Caldwell

The Social Side of Niche Marketing: Is it a Pro or Con?

Chances are you have one or more niches; find out how to use social media to market your expertise.

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Elizabeth Joyce

How to Ask Your Clients for Good Referrals

Get strategic advice for getting better client referrals to grow your business.

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How Working on the Cloud is Liberating for Accountants and Their Clients

See how some of Intuit’s selected Firm of the Future bookkeepers and accountants are leveraging QuickBooks Online and other cloud-based technologies to save hours of time, empower their clients, and create a more harmonious work-life balance.  

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Ian Vacin

Effective Client Onboarding Strategies for Your Practice

Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.

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Ingrid Edstrom

4 Reasons to Have a New Client Checklist

When doing a free one hour consultation to anyone who requested one was not productive, Polymath LLC developed an online request form to be the first step in developing a relationship. Read about very positive benefits they've seen.

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Ian Vacin

How to Maximize the Value of Referrals, Ratings and Reviews

Keep your business growing and your clients happy with these tips.

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Diana Mackie

LinkedIn Tips Just For Accountants

For accountants and other professionals, LinkedIn is one of the top sites prospective clients use to research their background and the services they provide. Learn about the key items to keep updated on your LinkedIn profile.

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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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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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Andrew Poulos

5 Secrets to Finding New CPA & Bookkeeping Clients

Read about five methods I developed that have allowed me to get new clients.

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Greg Buck

Even My Most Stubborn Client Moved to the Cloud

Do you think your clients aren't ready for this paperless thing? Think again. Read how one accountant got his most stubborn client to adapt.

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Greg Buck

10 Ways to Deal With the HURT of Change in Your CPA Firm

Moving from a paper-based office to the Paperless Office does not come without some “HURT.” Get practical advice on how to deal with a changing paradigm.

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Frank Abagnale

How to Detect, Prevent, and Protect Your Clients Against Fraud

As an accountant, you need to ensure you are doing everything you can possibly do to protect your clients from fraud. Learn how.

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Steven Gan

How to Determine Whether a New Client is Worth Your Time

As tax season approaches, there may be an opportunity to take on new business clients. Read some practical advice about the things you can do to ensure new clients are worth your time, including how to check their credit worthiness before agreeing to work with them.

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W. Michael Hsu

Practical Ways to Keep Your Clients Coming Back

Learn time-tested strategies and methods to keep your clients coming back.

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Firm of the Future Team

Useful Advice For Dealing With Rude Emails

Get great advice for what to do when you receive rude emails that make your blood boil. Learn how to respond and what kind of tone to take.

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