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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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Keep Them Coming Back: How to Retain Good Clients

Get tips on how to keep your best clients, in order to keep your business thriving. 

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Ron Baker

Ask Ron Baker: Firing Customers

Firing clients is never fun, but it must sometimes be done for the sake of your firm or company. Get strategy on how to fire customers from expert Ron Baker.

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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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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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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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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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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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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 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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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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Frank Abagnale

Learn How the ACH Works and How to Combat ACH Fraud

The Automated Clearing House Network (ACH) is an electronic funds transfer process most commonly used for direct deposit of payroll and Social Security payments, although an increasing number of companies use it to make accounts payable and tax payments. Learn how it works.

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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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Joanie Mann

Ways to Deliver Better Service by Doing More for Your Clients

Technology changes are driving dramatic changes in how businesses and accounting professionals work together. Discover ways to deliver better service by actively doing more for your clients.

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Andrew Poulos

How to Help CPA Clients Secure Financing

With the credit markets being tight and the lenders not lending, small businesses should explore all options. Learn how to help your clients find financing.

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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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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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