Month: September 2017

Handwritten Notes

5 Ways To Connect With Your CPA Partners, “Just Because”

A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals, you’re not alone! And for a long time, that was true.  But now the truth is that more and more professionals are choosing to do business with people they have …

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Handwritten Notes

Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need

We’ve all been there.  You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a question. You’ve asked them for it 3 times in 3 days and…crickets.  They don’t send what you’re asking for or even respond to your multiple inquiries. And you are stuck, …

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Becoming Your CPAs Best Quarterback

John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever. But what makes them great …

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How To Make More Money Through Continuing Education

As a tax professional, you know you’re required to take continuing education classes. License renewal requirements vary by state and all of them call for a certain number of technical study hours. The problem is, while those technical study hours may help you keep up to date on tax-related issues, very few (if any), actually …

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7 Tips From The NFL For Building Strategic Alliances

Every year, before stepping foot on the field, every NFL team spends hours (yes, really) going over their playbook. Each team member studies and studies each play until they know every single one by heart. When the team huddles and the quarterback calls the play, every player immediately knows exactly where he’s supposed to be …

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5 Technology Trends You Need To Be Aware Of

It’s the most wonderful time of the year… Anybody else remember that commercial? If you’re a parent, you know what Staples was talking about. It’s August. Summer is coming to an end. You’re shopping for new clothes, shoes, and supplies, and you’re counting the days until your kids get on that bus and go back …

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