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Insights For Firm Founders

Insightful tips to take your firm to the next level

Can Accountants Work from Home? Here’s How.

Accounting/Finance is now the sixth most popular industry for remote work with hybrid or fully virtual work options for CPAs, tax preparers, bookkeepers, and auditors. All types of companies from small firms to staffing agencies to big four accounting firms are re-evaluating their working models to accommodate this new type of work.

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4 Ways Accounting Firms Can Retain Clients Using Accounting CRM Software

Client retention is essential to keeping your clients happy, which enables your firm to continue to grow. This allows you to retain clients, increase profits, and expand business through referrals. Simply put, it pays to focus your time and resources on client retention if you want to build a sustainable accounting practice.

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cloud accounting security
Insights

A Quick Guide to Cloud Accounting Security – What to Know

A Quick Guide to Cloud Accounting Security – What to Know Along with the rapid developments in technology in recent years, cloud-based applications have also emerged. These systems make it possible for distributed teams to collaborate in real-time and easily access data regardless of where they are.  These remarkably useful

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marketing strategies for accountants
Marketing

Winning Clients and Influencing Success -4 Marketing Strategies for Accountants

Winning Clients and Influencing Success – Marketing Strategies for Accountants As a business, your accounting firm still needs the steady power of marketing. The marketing landscape can prove to be challenging for various accounting professionals, but it doesn’t have to be. In a highly saturated market, learning is a requirement

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marketing for accounting apps
Marketing

4 Ways To Market Your Accounting App in 2020

How To Market Your Accounting App in 2020 At the start of 2020, no one could have predicted how drastically our world would change. Businesses were operating as usual and expecting to use momentum gained in 2019 to continue growing. Whether that meant the predicted success of short-form video service

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accounting team management
Insights

5 Best Practices for Efficient Accounting Team Management

Best Practices for Efficient Accounting Team Management A business’ accounting department is the core of its financial health. Responsible for managing anything from outgoing cash to financial statements, accounting teams have high standards to live up to. Without an appropriate accounting workflow, scaling up becomes nearly impossible and can lead

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