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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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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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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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Choosing the Right Client for Beta Testing

Apr 10, 2018

In our last session, How To Make Advisory Work For You, you learned more about fiscal management, what services are crucial to your clients, and how advisory services can help...

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Are you a 'NextGen' Accountant?

Feb 9, 2018

Recent studies show that over 93% of small business owners now value accountants as their trusted source of business advice. This represents a huge opportunity for accounting...

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Bill clients for Value, not Time

Jan 22, 2018

Due to circumstances largely out of the control of accountants and bookkeepers, traditional tax and compliance work is being commoditized and profits squeezed by fierce...

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Talent or Tech?

Nov 9, 2017

Take a moment and consider what your firm's biggest asset is. There can only be one. This already is or will be the identity of your firm.

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Selecting the Right Client for Your ProfitSee Trial and Building Your Beta Services Program

Aug 20, 2017

Most accounting partners know their revenue targets, the fees each new client or service will bring in, how much the margin is on each service, and how long this takes to...

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Being Proactive Makes All The Difference

Jul 25, 2017

A real opportunity with potential is in providing advisory services for your business clients. A number of firms say they are doing this. The truth is that’s just not the case.

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Cash Flow is Not Profitability: talking to your clients about their finances [Webinar]

May 16, 2017

Every business owner needs solid cash flow. If the cash in is more than the cash out, everything should be OK, right? Unfortunately many business owners believe that cash flow...

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