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Bob Wang, CPA, CA

A CPA Firm That Doesn't do Taxes? What?

See how Legacy Advantage CPA has grown and thrived based on a unique approach and niche strategy.

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Jill Ulett

#RecipeForSuccess: How to Develop a Niche Practice

There's riches in niches; find out how this "accounting girl" figured out how to create niches within her practice using a simple spreadsheet tool.

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Carla Caldwell

Pros and Cons of Niche Marketing for Accounting Firms and Bookkeepers

Discover what niche marketing can do for your firm or practice.

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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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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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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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Bryce Forney

Top Features Improvements for Accountants in QuickBooks Online

Learn how to increase client retention and prospecting with QuickBooks Online and QuickBooks Online Accountant.

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MB Raimondi

How to Determine Whether You Should Help Your Clients with Payroll

What can we do to help our clients in the payroll arena? The first thing we need to do is determine our level of involvement in payroll. Work with your clients to answer these questions.

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Firm of the Future Team

How to Use Multiple Currencies in QuickBooks

There are a few things they should know prior to enabling the QuickBooks® Multi Currency Functionality.

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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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Andrew Poulos

#RecipeforSuccess: How to Expand Your Accounting Firm to Include Tax

See how expert Andrew Poulos adds tax as his secret ingredient to a successful accounting firm recipe.

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Hector Garcia, CPA

#RecipeForSuccess: When and How to Leverage QuickBooks Enterprise for Your Clients

See the tremendous impact QuickBooks Enterprise can have on your clients. 

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Laura Madeira

Using QuickBooks Desktop for Contractors to Serve Niche Construction Clients

See how you can carve out a niche in construction with QuickBooks Desktop; Laura Madeira tells you what you need to know.

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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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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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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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