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Referrals remain a key way to find clients, particularly as more and more practitioners are retiring.
January 12 -
Learning how to connect with other professionals is an essential skill for accountants.
December 23FFP Wealth Management -
Don't underestimate the power of saying 'Thank you.'
September 2L&H CPAs and Advisors -
The best referral sources are existing clients, unless they aren't pleased.
July 18WithumSmith+Brown PC CPAs - L&H CPAs and Advisors
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Don’t underestimate the value of your long-time clients with simpler tax returns.
February 23L&H CPAs and Advisors -
These 12 tasks can help you focus on some of the most crucial aspects of building your accounting firm over the coming year.
January 6 -
Client referrals are a great way to grow your financial planning practice — provided you can get them.
April 30Napier Financial -
Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.
October 8L&H CPAs and Advisors -
From blogging and social media to email marketing and prize drawings, preparers share how they lure in new clients.
January 31