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Accounting White Papers

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Do's and Don'ts of Marketing Your Firm Online

Sponsor: Wolters Kluwer, CCH

Is launching a new website — or updating your current one — a part of your marketing plan? If not, it’s time to consider making your website a priority, because no business today can compete effectively without this essential marketing tool. With an array of powerful features and capabilities that go far beyond the static websites of yore, today’s website can actually bring you new business, increase your clients’ satisfaction and loyalty, and, ultimately, promote your unique brand value. This white paper will discuss several website features today’s CPAs should consider looking for — features that will keep them coming back for more.



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Key Factors in Practice Value

Sponsor: Accounting Practice Sales

It is a common misconception among CPAs that there is a set formula for valuing accounting or tax practices.  The truth of the matter is that practices vary in a number of aspects including size, makeup, age, location, etc.  Trying to apply one value formula across the board really does not make sense.  Accounting Practice Sales, the largest marketer of accounting firms in North America, understands the complexity of valuation and has devised a list of items that affect value in a report called Key Factors in Practice Value



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How Altruic Advisors, CPAs Drives Efficiencies and Data Security

Sponsor: Wolters Kluwer, CCH

Starting a new firm from the ground up takes guts, hard work and a great deal of planning. Just ask Ryan Hagan, a founding partner of Altruic Advisors, a CPA firm only serving nonprofit organizations with offices in Colorado and Michigan, and a client roster made up of small to midsize nonprofit organizations.



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Serving and Retaining Small Business Clients

Sponsor: ADP

Seasoned accountants know that it’s far better to keep existing clients happy than to expend resources prospecting for new ones. Yet, on average, 15% to 20% of small business clients leave their accountants each year. Why do they leave? And how do successful accountants manage client interactions for better retention rates? Based on a research survey, this paper provides insights that may help your firm adjust strategies for prospecting and retaining small business clients.



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The Win/Win of Adding a Financial Service Offering

Sponsor: HD Vest Financial Services

Survey finds that almost half of accountants and tax professionals offering investment, retirement and estate planning have seen an increase in revenue in the past 12 months. Learn more.



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Learning from Experience: Benefits Trump Concerns When Tax Professionals Offer Financial Services

Sponsor: HD Vest Financial Services

Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.



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Beyond the 1040: Taking Your Relationship with Clients to the Next Level

Sponsor: HD Vest

As a trusted advisor, tax professional are well-positioned to help their clients make sound financial decisions in critical areas such as retirement and estate planning. Read this paper and learn more.



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Missing a Natural Opportunity: A Financial Services Offering

Sponsor: HD Vest

Financial services have become a natural add-on to many CPA/tax professional practices. Clients trust these professionals to provide insightful, practical and sound wealth management and planning advice at the same level of quality and reliability as their bookkeeping and tax guidance. Yet, according to a recent survey conducted by the research unit of SourceMedia (publisher of Accounting Today)—in partnership with HD Vest—many firms have yet to take advantage of this opportunity to better serve their clients, increase loyalty and broaden their revenue bases.




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