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The service is removing employees' first names from correspondence, but their last names and phone numbers will still appear.
May 12 -
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Can you run a profitable firm charging clients less than $200 per month?
May 12Earmark CPE -
Your firm aligns closer to your vision when you focus on your clients.
May 11FFP Wealth Management -
Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.
May 10Arrowroot Family Office -
Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.
May 9 -
The Association for Accounting Marketing presented a group of individuals and firms with its annual awards.
May 9 -
The Internal Revenue Service's Knowledge Management Program has been difficult to use, and employees who are supposed to be subject matter experts don't always have the necessary experience.
May 8 -
The International Federation of Accountants is looking for an outstanding individual to become its next leader.
May 8