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Mobility: Defining your Firm’s Needs

Mobility is used in different ways that truly reflect the differences in the type of services we provide, the way we manage our firms, and how we interpret the security of data.

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How to Build a Loyalty Program

They say airlines are just loyalty programs with a flying problem, and that if investors were to buy an airplane, they’d throw out all that stuff and just keep the juicy loyalty rewards program information. To me, it feels like a lot of times, if you sign up for some program, it just means you’ll be emailed with “offers” more often. Nice if you want the offers, but couldn’t there be more?

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What Ferrari Could Teach You About Client Services

Many might think there’s not much an exotic car company can teach accounting professionals about client services — that’s where you’d be wrong. For those who are not well acquainted with the Ferrari brand, allow me to give you…

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Increase Firm Value with Advisory Services

Webster defines “Pro” (Professional) as “relating to a job that requires special education, training or skill.” Developing your practice as a ProAdvisor means always putting the “Pro” ahead of the “Advisor” on behalf of your clients.

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Business Intelligence for Client & Firm Growth

Did you know that accountants are in a prime position to provide “business intelligence” to their clients? Your gut reaction may be: “Isn’t that an IT thing?” Ten years ago, the answer may be have been, yes. Today, however…


 
 
 

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Practice Management

Mobility: Defining your Firm’s Needs

Posted  May 20, 2014  by  Mike Giardina

Mobility is used in different ways that truly reflect the differences in the type of services we provide, the way we manage our firms, and how we interpret the security of data.

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Practice Management

New Trends in Continuing Professional Education

Posted  May 1, 2014  by  Scott Zarret

As a community of lifelong learners, we will benefit greatly from the current shift to online education, an innovation that saves students and presenters time and money. It is so innovative that the most respected universities in the world…

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Marketing

Solving the People Problem

Posted  April 30, 2014  by  Damien Greathead

The number one asset of an accounting firm is human capital. Your success depends on your ability to attract good people, motivate and retain them. The competition for talent will intensify in the coming years, so make sure your people are your top priority. Here, I will outline some tips for being strategic about your More Info »

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Marketing

How to Build a Loyalty Program

Posted  April 29, 2014  by  Chris Brogan

They say airlines are just loyalty programs with a flying problem, and that if investors were to buy an airplane, they’d throw out all that stuff and just keep the juicy loyalty rewards program information. To me, it feels like a lot of times, if you sign up for some program, it just means you’ll be emailed with “offers” more often. Nice if you want the offers, but couldn’t there be more?

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Marketing

Communicating with your Clients

Posted  April 29, 2014  by  Chris Frederiksen, CPA, PFS

The fact that we are seeing our clients less often because technology allows most of the communication to happen without face-to-face meetings is an interesting dilemma. So, how do we maintain effective communications with our clients? How do we make sure our clients know we’re thinking about them? How do we let them know we More Info »

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Marketing

What Ferrari Could Teach You About Client Services

Posted  April 29, 2014  by  Justin Rasmussen

Many might think there’s not much an exotic car company can teach accounting professionals about client services — that’s where you’d be wrong. For those who are not well acquainted with the Ferrari brand, allow me to give you…

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Software

Mobility and Office365

Posted  April 29, 2014  by  Matt Holdsworth

The latest technological leap is from Office365 that takes the Microsoft Office suite to the web. What is so nifty about Word and Excel on a web platform? Nothing really, it is the other apps that make the switch so tasty. The new killer application is Microsoft Lync Online.

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Technology

Increase Firm Value with Advisory Services

Posted  April 28, 2014  by  William Murphy

Webster defines “Pro” (Professional) as “relating to a job that requires special education, training or skill.” Developing your practice as a ProAdvisor means always putting the “Pro” ahead of the “Advisor” on behalf of your clients.

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Technology

Complexities Registering and Maintaining a Business?

Posted  April 28, 2014  by  Frank Orlando

While some are familiar with the basic procedures of forming a new business entity, not everyone is ready for the various situations that arise when organizing and maintaining their new business. Quite often they look to their tax professional…

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Network

Leveraging the Latest Technology for your Practice

Posted  April 25, 2014  by  Randy Johnston

Client service with innovative offerings and client deliverables is one great way to improve the profitability of your practice. Having the right people with the right tools is certainly another.

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