Three Things to Do Now to Unlock More Success in Your Firm

In speaking with hundreds, if not thousands, of accountants and bookkeepers these past couple of years, there are a few...

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Where, When and How You Ask Your Clients MATTERS

Data silos within accounting firms are a huge issue. Staff spend too much time searching for documents in multiple...

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Standardization: The Key to Efficient Production Workflows

In a recent webinar, Joe Woodard asked attendees, "Which of the following operational areas is your biggest challenge -...

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Maximizing Your Scaling New Heights Experience:  Make your Plan Now!

It’s probably an understatement to say that I am excited about Scaling New Heights in 2 weeks! My team is preparing the...

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Why I Am Excited About SNH21:  The Client Experience 2.0 Track!

As I write this, my team is putting the final touches on the new Client Experience 2.0 Track of classes that will be...

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Your Role in Client Response Times - and What You Can Do About It!

After the last tax season ended, it was disheartening to see so many practitioners express on social media that they...

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How to Have Your BEST Days at Work

There is a lot of information out there about how to improve the odds of having good days at work. When employees are...

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Your Client Demographic Is Changing. Are You Keeping Up?

Did you know that in 2021, the oldest millennial turned 40? This means that more and more of your client base is now in...

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The Best Firms Are in Their Clients’ Pockets

Banks led the quietest (and possibly most successful) tech revolution of our time. It began by giving us options to see...

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Thriving in any Business Environment: Building Authentic Relationships

I sat in uncomfortable silence. Across the restaurant table from me was my mentor. He was also the managing partner of...

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