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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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Ingrid Edstrom

How to Ensure a Potential Client Is a Good Fit

Before meeting with a client for the first time, you want to feel confident that this new relationship has the potential of being a good fit. See what the team at Polymath does to ensure a love connection.  

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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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Ian Vacin

Effective and Efficient Client Onboarding

Learn how to create a standardized process for onboarding a new client into a partnership with your firm.

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Karine Woodman

Organize Accounting Clients Through Automation & Collection tools

Help your accounting clients get organized by educating them, new procedures, automation & collection tools.

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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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Hector Garcia

QuickBooks Training Services to your Accounting Practice

While accountants are making the shift to the Trusted Advisor role, many argue that there are limiting factors in making the change, like who will do the data entry. Learn how adding QuickBooks Training services can solve some of these issues.

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Darren Root

How The Cloud Helps Retain CPA & Bookkeeping Clients

Learn why firms that are implementing cloud systems effectively are those that are enjoying exceptional client satisfaction.

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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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Jim Buffington

How Qvinci Improves Accounting For a Houston Physician

Learn how a Houston-based medical practice uses Qvinci and QuickBooks to provide consolidated reporting in seconds.

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