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Best Practices for Onboarding Accounting Clients

Jay's goal is to deliver amazing value to select clients rather than OK value to a large number of clients. Jay shares his process on qualifying clients to make sure he can deliver amazing value, with the ultimate goal of being able to interview and select clients, rather than clients interviewing them.

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Jennifer Moore

Hiring People You Don't Know and Have Never Met

Get expert advice from 2016 Firm of the Future winner Jennifer Moore on the powerful benefits of hiring strategies to remote staff, even if you haven't met them, along with the tools to make it happen. 

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Karen Mattull

Retaining Valuable Accounting Client Knowledge: Losing Key Employees

Here is a 5-step plan to transfer knowledge and protect intellectual capital

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Angela Rust

How to Help Your Younger Generation Staff be Better Business Advisors

The future is here: Angela Rust provides timely tips on how to transfer knowledge and develop talent.

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Sullivan Tankersley

The Top 5 Questions to Ask a Candidate in a Job Interview

New to the interviewing process? Check out some of these tips on how to structure your interview questions for the most effective results.

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Sullivan Tankersley

What You Can't Ask Candidates in a Job Interview

Just as there are topics important to touch on during an interview, there are also areas employers should avoid asking about. Read more on what factors should and shouldn't matter during the hiring process.

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Loren Fogelman

Running a Business with Your Spouse

Couple-preneurs experience additional tension on their relationship. Operating your business requires a deep commitment. Sharing the joys is the fun part. However, the burdens, especially financial ones, can strain your marriage. 

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Liz Farr, CPA

Granting a Profits Interest as an Incentive to a Key Employee

See how to find ways to retain good staff, through tax-incentivized plans. 

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Josh Lance, CPA, CGMA

Remote Employees May Be the Cure to Your Staffing Woes

See why firms and practices who are flexible with their staff will be rewarded and experience growth. 

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Bryan Cytron

What You Need to Know Right Now About the Centennial Generation

In only a few short years, you will hire talent from what's known as the "centennial" generation. Will you and your firm be ready?

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Dawn Brolin

Mentoring Millennials: How to Handle the Technology Generation

Get advice on how to mold millennials into better thought leaders and accounting professionals.

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Live Where You Want with a Remote Workforce

QuickBooks Online Accountant allows Michael to manage his entire team remotely with the same efficiency as if they were in the same office. This means he has a larger potential workforce pool to hire from. As a firm based in rural Vermont, this gives him a competitive advantage.

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Bob Wang, CPA, CA

Top 3 Tips for Recruiting Quality Employees

Get expert hiring tips to bring in, and keep, the best talent. 

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Andrew Poulos

How to Delegate During Tax Season When You're a One-Person Firm

Going solo has its advantages, but what if you have more than you can handle?

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Bob Wang, CPA, CA

Hire for Fit, Train for Skill

Learn how to hire "smarter" for your firm.

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Ingrid Edstrom

First Day on the Job: Employee Orientation Checklist

Having happy employees leads to happy customers. Launching each new employee relationship with positive intention and a solid plan can help set your company on a path to success.

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A Simple Sales Process for Accounting Firms

A lot of accountants think 'sales' is a dirty word. But the truth is that every modern accounting practice needs a strategy to convert prospects into ongoing clients.  

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