How To Determine If A Prospect Will Become A Great Accounting Client
"Treat all prospects like 5-star prospects and add value constantly. With that said, be sure to have a qualification process...
How to Ask a Client for Referrals (Without Feeling Uncomfortable)
You have that perfect client. They pay you on time. They don’t pester you 24 hours a day. They provide...
How To Repair & Improve Workflow Processes Without Agitating Clients
As your firm grows, you get more set in your ways. It's normal. The need to repair and improve workflow...
CRM for CPA Firms Builds New Businesses Better
Building a new business starts with building a client list and this is where CRM for CPA firms can get...
Review: The Top Apps We Use To Run Our Business
Managing an accounting practice or firm (as you already know) can be challenging. Which is why I wanted to outline...
Workflow Diagram: 1065 Tax Return Process
Putting together a robust 1065 Tax Return Process Sheet (U.S. Return of Partnership Income) can be challenging! Which is why,...
