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4 Modern Sales Metrics for Bookkeeping Firms

Most bookkeepers and accountants have a good grasp of their client's business numbers. Revenue, payroll, expenses, and...

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How to Keep Your Accounting Clients From Constantly Following Up?

Sometimes, despite you giving clear instructions and deadlines, your clients won’t cease asking for a “status update.”...

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The Most Common Accounting Website Mistakes

How do you think about your firm’s website?

Is it a powerful sales tool that helps bring new prospects into your funnel...

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“Spring Cleaning” Your Bookkeeping Firm’s Processes

Bookkeepers and accounting professionals probably associate the spring season most with taxes. But for people in other...

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4 Tips to Help Accountants to Unplug After Tax Season

Whether it’s your first or fifteenth tax season, one fact remains the same: making it through those hectic few weeks in...

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TWR Podcast Episode 85: Can’t Compete With the FTC

In a special edition of The Woodard Report podcast, Joe Woodard and Heather Satterley discussed the significant...

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Best Communication Alternatives to Emails for Accounting Firms

Once upon a time, email was considered the most cutting-edge solution for communication. Well, anything that starts...

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