The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with
If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff
This time of year, every minute counts. And that’s why there are few things as frustrating as clients that call
If you’ve ever been to a conference or meeting where a panel of people behind 7 figure success stories share
During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability
As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has
We want to tell you a story. Once upon a time, in a village far, far away there lived a
Last week we told you all about Evernote and how it can minimize stress and maximize productivity during tax time.
Do you ever wish your clients were more organized? Imagine if every time you need a document, your clients were
You know the problem with this time of year? We’re exhausted, burned out and need a break. And most of
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