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How to avoid being too salesy in client relationships
There is nothing more annoying than a pushy salesperson. Whether you’ve received a poorly-constructed prospecting email or a series of telemarketing calls, you’ve no doubt
Challenges & Strategies For Retaining Employees In Your Company
There is a new business battleground: retaining talent. Companies are competing not just for customers, but also for talented employees. In September, the U.S. unemployment rate
How to develop a client-centric approach in your firm
In 2017, research by Deloitte found that companies specifically focused on their clients were 60 percent more profitable than those that didn’t. As digital transformations improve and
Internal Training Topics for You and Your Staff
As the tax profession continues to develop, developing a firm culture that promotes learning is essential to your continued success. Whether you’re knee-deep in busy
Creating capacity in your firm for advisory accounting
Modern accounting firms are leveraging technology to automate repetitive data entry tasks so they can focus on becoming a trusted business advisor, more commonly referred
Critical Considerations When Assembling A Remote Workforce
On Sept. 18, California legislators signed Assembly Bill 5 into law effective January. This bill dramatically impacts companies who engage contractors throughout their operations. I
Add value to your firm with process automation services
Technology is transforming the way we work by automating repetitive tasks and letting us focus on high-impact tasks and reduce costs. For example, A-Team Lending,
How to determine if your client’s company should use blockchain
As an accountant, you’re likely familiar with blockchain and have gone through the full range of emotions: fear, concern, consideration, and perhaps even embracing it.
Cybersecurity: A Critical Opportunity for Advisory Services
Cybersecurity is something people are talking about a lot – and with good reason. High-profile data breaches are a small fraction of the security issues
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