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How to Consistently Win New Accounting Clients

A step-by-step marketing playbook to consistently win new accounting clients.

Clarifying your niche and positioning for growth

For years, many...

Top 5 Accounting Firm Pain Points - Share Yours

I had a conversation recently with a practitioner who shared that his pain points and/or areas of focus for the rest of the year are:

Why Every Accountant Should Think Like a CAS Organization

The landscape of accounting and bookkeeping is changing. No longer is it enough to deliver timely and accurate financials alone. Today’s...

To CAS or Not -- It's Not a Tough Question

I recently wrote (or had CoPilot write) an article titled "You're Already a CAS Firm-Whether You Admit It or Not".  

Last week I attended Xero's Road...

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