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The 'client manager system' approach is unique in mid-market firms, because clients are developed at the top and trimmed from the bottom.
April 5Crosley+Company -
This outrageous story about an accountant's client and his wife might not seem like it's real, but it is.
April 1WithumSmith+Brown PC CPAs -
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With tax season in full swing, accountants need to have a game plan to mitigate the potential impacts the shortage may cause.
March 19Xero -
A recent podcast included a discussion of time sheets, practice management and the future of the profession.
March 11WithumSmith+Brown PC CPAs -
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.
March 8Arrowroot Family Office -
As accountants, we don't get credit for having correct punctuation and spelling, but missing those things makes you look careless and not focused on the details.
March 5L&H CPAs and Advisors -
Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.
February 5WithumSmith+Brown PC CPAs -
Seek feedback from someone outside your professional circle who isn't mired in industry jargon.
January 31L&H CPAs and Advisors -
Joshua Beal's DeafTax thrives by serving the hearing-impaired community — as clients and employees
January 30