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What Small Businesses Want From Accountants and Advisors

[fa icon="calendar'] Wed, Oct 31, 2018 / by Kathy Gregory posted in Business Process for Advisory , Working with Clients

Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:

“If you could get help in one area of your business right now, what would it be?”

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Why Process Matters to the Success of Your Accounting Firm

[fa icon="calendar'] Tue, Feb 27, 2018 / by Laura Redmond posted in Packaging and Selling Advisory , Working with Clients

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and one that is thriving.

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

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