Learn why the value of the CPA accountant, bookkeeper or advisor lies in the advice given to make their clients more profitable, liquid and solvent.
Those we describe as 'lucky' are doing something differently: they are deliberately driving more encounters, discovering more connections, and cutting their losses sooner. Learn how to put yourself in a position to be successful.
There are tremendous gains to be had for your practice and your clients by helping your clients with more than accounting and taxes. Here are seven value-added services you can easily introduce to your lineup.
See how my journey with Intuit led to my speaking out for bookkeeping professionals via various communities.
Learn the three main aspects of retaining your current accounting clients for life.
Tax planning for your client should be a year-round effort. Learn how to communicate with your clients about taxes throughout the year.