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The Secret to Boosting Your Appointment Bookings Via Social Media

[fa icon="calendar'] Wed, Feb 14, 2018 / by Anati Zubia posted in Working with Clients , Advice for Your Practice

There’s no doubt social media sites are marching forward in their quest to take over the rest of the internet. Once a repository for news feeds, career advice, and silly cat memes, social sites are now going toe-to-toe with more traditional channels for their share of the advertising and ecommerce spoils.

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The Power of the Cloud in Strategic Advising Services: 4 Things You Should Do Now

[fa icon="calendar'] Thu, Jul 27, 2017 / by Kathy Gregory posted in Business Process for Advisory , Advice for Your Practice

Remember the computing world just 10 years ago? Efficiency meant waiting for the next software upgrade and worrying that everyone we needed to work with had the right software version, so files could be shared. Remember compatibility lists, and the whole hassle over Mac files versus PC files? Good grief!

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5 Tips For How Accountants Can Win New Clients at Networking Events

[fa icon="calendar'] Mon, May 9, 2016 / by Caroline Cummings posted in Working with Clients , Advice for Your Practice

Being an accountant or a CPA also requires learning how to sell yourself and your firm’s services. Larger firms typically have someone responsible for marketing and business development, but smaller and one-person firms must know how to do it all if they want to compete and differentiate themselves.

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Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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