B2B

How Partnering with Technical Experts Makes It Easier to Offer Services to Your Clients

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Brought to you by Tri-Merit High-performing accounting firms focus on providing high-value, specialized services tailored to their clients’ needs. If you are offering tax planning, that often means addressing industry or situational-specific solutions.  Expanding your offerings through referral partners is a great way to add more value to your clients’ businesses while growing your revenue to […]

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4 Ways to create a predictable referral system

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If you were to ask a group of small business owners what their biggest challenge is, the majority of them would admit to struggling with asking for and getting referrals. The good news is: this month we’re breaking this process down for you. We’re going to kick it off this week by telling you exactly

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