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Client Relationship Articles

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App Aware: Navi

Navi is an accounting advisory technology designed to elevate client conversations into measurable growth opportunities. Unlike traditional AI tools...

A New Kind of Support for Accounting Students, Interns...and the Professionals They're Becoming

Accounting students and interns are entering the profession at a time when the industry is undergoing a major transformation.

What Are Your Top Challenges for 2025?

I recently asked some members of our Advisory Panel about challenges they and their customers are facing in 2025. Two of our members, Paul Slaney...

The One Thing You Must Do Before Tax Season

As tax season approaches, the pressure mounts for tax and accounting professionals to ensure a smooth and efficient process for their clients. While...

Client Communication Essentials for Accountants

Whether you're a new accountant or a seasoned professional, it's always good to remember the importance of good communication. Today, we're diving...

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Sep 11
Effective Cash Flow Forecasting: Planning for Growth and Stability

Effective Cash Flow Forecasting: Planning for Growth and Stability

September 11, 2026 · 11:00 AM ET

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Sep 16
Capacity Planning and Staff Utilization

Capacity Planning and Staff Utilization

September 16, 2026 · 11:30 AM ET

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Sep 16
Migrating From QuickBooks Desktop

Migrating From QuickBooks Desktop

September 16, 2026 · 2:00 PM ET

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Sep 17
Difficult Conversation Every Advisor Must Master

Difficult Conversation Every Advisor Must Master

September 17, 2026 · 2:00 PM ET

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Sep 23
The CAS Opportunity:  CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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Sep 24
The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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Sep 29
Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

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Sep 30
When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

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