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Firm of the Future Team

4 Easy Ways to Stay in Front of Your Clients Year-Round

Solid marketing is based on constantly being in front of your clients. Scan these tips for fast, quick wins.

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Elaine Orr

#RecipeForSuccess – How Bookkeepers Can Engage Potential New Clients

Discover the power and success that comes from a great business owner-bookkeeper relationship.

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Firm of the Future Team

How to Ask Your Clients for Good Referrals

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

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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

How to Streamline the Complicated Parts of Client Relationships

At Polymath LLC we are working to develop systems that are repeatable, consistent, and effective across our diverse client relationships. One of our favorites is our Discovery Phase Checklist. 

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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

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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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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Jeff Borschowa

Embrace New Technology for Better Accounting Client-Centric Solutions

Todays' accounting professionals need to step up and take ownership of their coveted “most trusted advisor” role. Learn how to change how you think and interact with a client, getting them great solutions.

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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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Stacy Kildal

Top 5 Common Challenges Facing Accounting Practices

We all have similar issues in our accounting practices, including the challenge of a strong work-life balance. Read the top 5 most common challenges in accounting firms.

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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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Joel Hodges

How to Grow Your Accounting Practice the Right Way

Read about the hard lessons Kevin Simpson learned when growing his accounting practice.

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Greg Buck

Getting Accounting & Bookkeeping Clients to Adapt

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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Gregg Bossen

ProAdvisors Add More Value to Your CPA & Bookkeeping Practice

Visit the ProAdvisor site for more information on membership benefits.

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Kim Austin

What Aren't Your CPA & Bookkeeping Clients Telling You?

Listen to your clients in order to get them the answer they need.

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Edi Osborne

How to Create a Wow Experience for Your Accounting Clients

Most people don’t expect a WOW experience when dealing with an accounting firm. Learn how to create a WOW experience for your clients.

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Scott H. Cytron

How to Use Low-Touch Methods to Find New Clients

While there are lots of ways to market your services, I believe “low-touch” methods are the best to find new clients. Learn this effective strategy, which works time and time again, and often at lower cost.

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