Resource Articles

Leveraging Technology for Growing Your Business

Leveraging technology can help you save time and money, improve customer service, and minimize errors. With dozens of software packages on the market, every business owner needs a blueprint to guide the choice process.

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Helping Your Clients Develop an Effective Business Plan

Preparing a formal business plan offers a multitude of benefits, including better strategic vision and redefined priorities.

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Social Media Practices for the Accounting Industry

Any businessperson seeking clients should utilize the best tools for marketing and communications at their disposal, and CPAs are no different.

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Best Social Media Applications for the Accounting Industry

All the popular social media tools including blogs, microblogs such as Twitter, and social networks including LinkedIn and Facebook can prove valuable for marketing oneself in an increasingly interconnected online world.

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Accounting Social Media Best Practices and Applications

CPAs, like any businessperson seeking clients, should utilize the best tools for marketing and communications at their disposal. Today's tools for establishing and enhancing a professional brand, establishing one's expertise in their field, and increasing visibility to potential clients are social media networks and other social-powered tools on the Web.

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Accounting Trade Associations and Resources

Professional membership associations often provide the support and resources modern accountants need to thrive in today's temperamental market.

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Accounting Industry Publications

Every accounting professional should keep a library of resources they trust that they can refer to at any time for information, industry trends, and more.

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Keys to Growing a Successful Tax Preparation Practice

Tax preparation is a $14-billion-dollar industry and is growing every year, making it a key part of the agenda for most CPAs. However, simply adding more clients doesn’t lead to success. Sustainable, strategic growth should be the desired result.

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Managing the Family Office

Managing wealth often requires a different skill-set from the one that has helped a client accumulate that wealth. For the families of ultra-high-net-worth individuals, that can spell a transition from working with a financial advisor to a family office.

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