ACCOUNTING PRACTICE INSIGHTS BLOG

Successfully Selling a CPA Firm
A Comprehensive Guide to Successfully Selling a CPA Firm One of the first tasks of developing any strategy is to have a clear definition of what success looks like. Successfully...

CPA Client Communications: Cutting Through Complexity
Accounting firm clients want simplicity and trust that what CPAs do is complex and time consuming. Clients understand that there are many business factors, laws and exclusions that affect their...

Streamline your accounting practice with workflow software (podcast)
We’d like to introduce you to David Cristello who is the founder of Jetpack Workflow. David’s cloud-based software helps accountants stay organized with client work and communication as they scale...

A Funny Way to Say "No"
“Out of the Mouths of Babes” My son Hayden, who is now a University Student, surprised us when he was younger. He was probably about two years old at the...
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