Client Onboarding Success: 7 Steps to Save Time and Make Clients Happy
There’s nothing quite like having a good conversation with a prospect and landing them as a brand...
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Why Marketing Matters for Accountants
Most accountants spend their time crunching numbers and reviewing books. However, the accounting...
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What Is An Enrolled Agent Anyway?
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in...
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The Social Accountant: Using Social Media to Grow Your Accounting Firm
Can you imagine having to prepare a tax return, track adjusting journal entries, and/or close a...
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Master Your Craft and Become an Expert Advisor to Your Tax Clients
What’s the biggest win you’ve had working with your tax clients?I won an audit with a $1,000,000...
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5 Reasons Why You Should Niche Down Your CPA Firm
After years of waiting and longing for it, the day had finally come. I happily quit my six-figure...
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5 Reasons Accounting Professionals Should Serve Cannabis Businesses
Accounting is one of the most rewarding industries for those of us that love the challenge of...
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Finding Your Niche in a Competitive Accounting Market
In today’s digital world, it’s easy to feel like you’re competing not only with local accounting...
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Scope Creep: How to Stop Doing Work You Don’t Get Paid For
If you’ve spent any time in a community of accountants or tax professionals (or any service-based...
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What to Do When a Prospective Bookkeeping Client Asks for References
One of the questions that come up a lot in The Entrepreneurial Accountants Facebook group is what...
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The 15 Best Christmas Gifts for Accountants
It’s that time of year again! As the countdown to Christmas begins, we are tasked with finding...
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The Perfect Engagement Letter [Free Download]
The big moment has arrived… You’ve done the hard work of marketing your accounting firm,...
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