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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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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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How To Create More Value When You Can’t Create More Time: at the Accounting Business Expo

Feb 14, 2019

Join us at the Accounting Business Expo to learn How To Create More Value When You Can't Create More Time. James Tobin, ProfitSee's Director of Australian Operations will be...

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Ep 19. What Automated Reporting Can Do For Your Firm [podcast]

Feb 12, 2019

What’s interesting right now is that, even in the middle of the US Tax Season, more firms are starting to invest in their business clients’ financial success. A change is...

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Ep 18. Who's Answering Your Phone? [podcast]

Jan 8, 2019

Welcome to another episode of “Building your Multi-Million Dollar Business.” James Tobin, the Director of ProfitSee Operations in Australia, joins us today to discuss “Who’s...

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Ep 17. How to Make Money on Advisory Services [podcast]

Nov 19, 2018

Welcome back to another episode of "Building Your Multi Million Dollar Practice." We had such an energized response to the last episode that was filled with coffee puns, so we...

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Ep 16. Solving the Money Problem [podcast]

Oct 2, 2018

This episode of Building Your Multi Million Dollar Practice comes to you right after our launch of a new partnership with Omie in Brazil. Today we're going to be talking about...

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15. Moving to Advisory, Part 4 [podcast]

Sep 18, 2018

Welcome to another episode of Building Your Multi Million Dollar Practice. Last time we discussed how to get over the fear of the sale (listen to episode 14 here). This week we...

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14. Moving to Advisory, Part 3 [podcast]

Aug 28, 2018

Welcome to another episode of Building Your Multi Million Dollar Practice. Last time we discussed why advisory services involve more than just looking at dashboards and that...

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Ep 13 - Moving to Advisory, Part 2 [podcast]

Jul 31, 2018

Welcome to another episode of Building Your Multi Million Dollar Practice. Last time we discussed why your business clients absolutely need advice (listen to episode 12 here)....

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