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Bob Wang, CPA, CA

7 Ways to Get Your Clients to Write Reviews

Get expert advice on how to generate more client reviews for your business, so that you can be attractive to prospects. 

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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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Scott H. Cytron

Sales Skills for Tax Pros

Get expert advice for developing sales skills as a tax pro, so that you can improve and grow. 

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Kristy Monahan

Best Times to Have Meetings When You Work Remotely

Get advice for when to schedule virtual meetings. 

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Shauna Maher

#QBBetterTogether Profile: Fiscally Fit Tax & Accounting Services, LLC

See how one forward-thinking business is working together with their client and embracing the Firm of the Future concept to succeed. 

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Joe Carufe

4 Little to No-Cost Ways to Re-engage Unresponsive Clients

Get advice on how to better communicate with clients, so that you can help them thrive, and help you grow your firm.

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Joe Carufe

How Do You Replace Much-Needed Face Time?

Not every client can be seen in person; learn how to work with remote clients and get more done.

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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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Carrie Kahn

How to Use Client Meetings to Get More Business

Learn how to develop more business with clients and get quality referrals.

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Rebecca Kelley, CPA

5 Strategies to Attract Ideal Clients for Your Practice

Not every prospect is a good fit for your firm; learn best practices on how to find higher-quality clients.

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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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Gregg Bossen

9+ Creative Ways to Attract and Retain Clients

Try these proven tips from Gregg Bossen to find and keep more clients.

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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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Finding & Keeping Your Dream Accounting Clients Through Social Media

Learn how accountants can build an online presence by establishing a niche, which attracts prospects ideal for the practice.

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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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Darren Root

7 Steps for Starting New Clients

There is new, powerful evidence that the customer is shifting and that customer experience is driving buying decisions. Learn how accountants can begin to focus on creating a great client experience.

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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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