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Mike D'Avolio

Helping Your Self-Employed and On-Demand Clients Implement a Great Financial Strategy

Get tips to improve the lives of your self-employed and on-demand workers. 

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Ian Vacin

Finding a Niche for Your Accounting Practice

Jason Blumer explains why a niche strategy is a smarter strategy.

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L. Gary Boomer, CPA.CITP, CGMA

Checklists to Improved Profits

Get an organized approach to evaluating your practice.

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L. Gary Boomer, CPA.CITP, CGMA

Your Firm's Future is Determined Now

Learn how to identify whether your firm is positioned well in the marketplace and is future-ready.

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Firm of the Future Team

7 Value-Added Services to Expand Your Accounting Practice

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.

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Hugh Duffy

How Niche Accounting Can Help Build A Successful Practice

Learn how to build your niche in order to grow your accounting practice. See how one accounting firm chose its three niches.

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Laura Madeira

Reaping the Benefits of Being a Generalist or Specialist

Consultants, would you classify yourself as generalist or specialist? Learn how to benefit from either.

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Robert Westley, CPA/PFS, CFP®

Tax Return Triggers for Basic Estate Planning

There is quite a lot of information in a client tax return to help you cross-sell estate planning services.

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New Innovations That Help Meet the Needs of Tomorrow's Clients

Learn about new innovations now, so you can serve clients better today and be ready for the new clients of tomorrow.

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Breaking the Seasonality of Your Practice

Focused primarily on tax services? Learn how to expand your business and tax client relationships into ongoing services like bookkeeping, accounting and advisory services.

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How to Find and Focus on Your Niche

Focusing on a specialization can be great for profitability. Learn how to identify and hone the focus (or foci!) of your choice—and grow your practice. For additional details, visit firmofthefuture.com.

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Jan Haugo

5 Traits of a Successful Bookkeeper

What kind of bookkeeper will you be? Understand these 5 key traits to advance your career.

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Dawn W. Brolin

Creating a Specialization in Forensic Accounting

Expand your practice by discovering the forensic accounting niche.

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David Bergstein

Why CPAs Should Offer Small Business Advisory Services

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.

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Jim McGinnis

How to Put Yourself in the Position to Have Good Luck

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.

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Marshal Kushniruk

Why Microbusinesses Are Great Accounting Clients

Did you know that microbusinesses represent 92% of all U.S. businesses, providing approximately 41.3 million jobs? Learn why you should consider serving the microbusinesses sector.

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Jan Haugo

A Bookkeepers Tale: My Journey With Intuit Brought Me Here

See how my journey with Intuit led to my speaking out for bookkeeping professionals via various communities.

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Stacy Kildal

How to Keep Accounting and Bookkeeping Clients For Life

Learn the three main aspects of retaining your current accounting clients for life.

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