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From Accountant to Tax Advisor

As an accountant, you have noticed that compliance work, such as bookkeeping and tax preparation, is becoming...

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Numbers with Meaning: The Journey to Becoming the Concierge CPA

Note from the editor:

We're excited to have Jackie Meyer as a new columnist on The Woodard Report! She will be...

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5 Ways Firms Can Gain a Competitive Edge in Today's Business Landscape

As I was watching reruns of the legal drama series “Suits,” one quote from the character Harvey Specter really...

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Why Accounting Practice Management Software is Key for Accounting Firm Growth

While many different companies can be well-positioned for growth, accounting firms are among the businesses best cut...

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Maximizing Growth: How Diversity & Inclusion Drive Capacity Planning in Accounting Firms

The pandemic has fundamentally changed the way many businesses operate, and CPA and accounting firms are no exception....

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Find the Perfect Hire with Personality Assessments for Accountants and Bookkeepers

When public accounting firms are hiring, there are two parts of the process that are particularly key to making sure...

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Create a Team of Rainmakers in Your Accounting Practice

There is one sure-fire, never-fail way of increasing your revenue without any hard selling, without getting more...

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Are Your Sales Techniques Helping or Hurting Customer Loyalty?

Most accountants and bookkeepers get little enjoyment out of selling and prefer to spend as little time as possible...

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10 Steps to a Successful Accounting Webinar

Webinars are a powerful tool in content marketing—they’re informative, more personal than written content, and showcase...

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