Client Relationship Management Tips
Tax professionals know that the most important part of the year is between December and April. That’s when you’re the
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Recent blogs
Dress Professionally to Close the Deal
Growing your tax business means closing sales, and that’s something that doesn’t happen by accident. Every decision you make when
Midyear Strategies for Gaining Business to Business Referrals
We’ve presented over the last 2 weeks how you can use a secret formula for increasing your referrals and using
California Courts Put the Squeeze on Statewide Hiring Practices
In an effort to even the playing field, a unanimous decision by the California Supreme Court recently put business owners
Tax Changes Coming How Will You Handle Mass Confusion?
Heads up. Changes are coming. We know—old news. But as rapidly as tax laws have been changing, be sure to
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
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
Financial Planning for Lawyers
As a financial advisor, you probably work with people across a ton of different professions, right? From lawyers and doctors
How To Become Your Clients’ Trusted Business Advisor
The off-season can be very stressful for seasonal tax professionals. This month we want to relieve some of that stress
A Surprising Niche You Could Fill
When you sink your teeth into understanding the unique needs of one specific niche market, you have the potential to
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