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The Founder Interview Series: Peter M. Vessenes, ProfitSee

Jul 22, 2019

Business owners and entrepreneurs face a long list of challenges in creating and sustaining a successful company.  These include growing revenue, marketing and market...

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Ep 24. Actionable Steps to Advisory [podcast]

Jul 9, 2019

This episode was inspired by some of the things we heard while at Xerocon San Diego in June 2019. A huge topic of the conference was advisory, and Blake Oliver and David Leary...

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Ep 23. Finding Your Path to Your Full Potential [podcast]

Jun 11, 2019

Welcome to another episode of Building Your Multi-Million Dollar Practice. This episode is coming to you from São Paulo, Brazil where we are working with our partners at Omie,...

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The new definition of CFO: Creating Future Opportunities

Jun 10, 2019

The term “CFO level services” is frequently thrown around but it is often left as a vague idea. At the deepest level, CFO level services are meant to help Create Future...

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Why Your Business Owning Clients Need Cash Flow Management

May 23, 2019

Owners of small businesses can drive an accountant nuts. Some consider their personal and business finances as originating from the same wallet, forcing you to try to drum into...

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Ep 22. Going Beyond Automated Services [podcast]

May 13, 2019

As cloud-based accounting is now being adopted at a fast pace, it follows that other cloud-based applications are growing in popularity. Automated services began with payroll,...

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Ep 21. How to Create More Value When You Can't Create More Time [podcast]

Apr 8, 2019

Growing services revenue is imperative for today’s accounting firms, but it is not an easy change to make. The core of advisory is the ability to have proactive conversations...

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How Advisory Services Help Grow Your Firm

Mar 19, 2019

Accountants and bookkeepers are facing challenges with inefficient spreadsheets, seasonal work loads, and client retention. Luckily there are ways to leverage cloud accounting...

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Ep 20. Training Your Team to Provide CFO-Level Services [PODCAST]

Mar 12, 2019

Globally, we’re seeing a trend of many accounting firms making a push towards providing more value-added services to their clients, even during their traditional busy seasons....

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“Just a minute, can I ask a quick question?” How Training Increases Efficiency

Mar 1, 2019

How often is your day taken up, and sometimes derailed, by the innocent “quick question” that turns into a time consuming saga you need to fix?

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