Getting your firm’s sales and onboarding process right is just as important as your client service process; get best practice tips from Josh Lance, CPA, CGMA.
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- Michael Cohn, Accounting Today
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- Frank Abagnale
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- Trevor Betenson
- IntuitAngie
- Tyler McBroom, CPA, MBA
- Vanessa Vasquez
- Whitley Schlichte
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- William Nearhood
Sales 101 for tax professionals: now you’re in the sales groove
It’s time to take your sales to the next level; get tips on how to use a CRM and how to cross sell services from Marc Berger, CPA.
How Bovard CPA Group found its perfect balance
Find out how John Bovard of Bovard CPA Group used Intuit® Practice Management to increase his firm’s productivity and workflow.
9 tools for remote team collaboration
Finding ways to make your collaboration with your team and clients is important, especially when working remotely. Get key information on nine tools from Ian Vacin.
Setting up work-life balance for employees during COVID-19
How is your tax and accounting firm handling work-life balance for employees? Get some key productivity tips from Colin Horsford, CPA, MBA.
How to develop a meaningful mission and vision statement for your firm
Getting started with subscription pricing
Practice expert L. Gary Boomer, CPA.CITP, CGMA, provides guidance on how to offer subscription pricing in your tax firm.
Driving an inclusive culture in your firm
Now is a great time to think about your firm’s culture. Get a timely perspective from Kimberly Ellison-Taylor, CPA, CGMA, CISA.
Performance appraisals that will help your firm succeed
Get key tips to make your performance appraisals more meaningful to your employees and to your tax and accounting firm.
Accounting for the next stage of COVID-19
Get a set of practical tips any tax and accounting firm can review to prepare for life after COVID-19.
How to manage stress and keep your team engaged during a crisis
Managing your stress, and helping your team navigate personal and professional issues, is very important. Get several tips from Renee Daggett, EA.
Virtual social networking and building stronger strategic connections
Making connections online to find clients is the new normal; get three strategies from Mariette Martinez, EA., on how to network online.