Practice Management

4 Tips for More Effective Training

Looking for tips on how to better train your staff? Read on for our four best suggestions for more effective training.

Brandon Jones Brandon Jones
28 Dec, 2018
Practice Management

Keys to Optimizing Workflow

Workflow is the way a project progresses from its beginning to its completion via a defined sequence of repeatable tasks.

Micala Ricketts Micala Ricketts
14 Dec, 2018
Practice Management

How to Keep Millennial Employees Happy

If you want to retain your millennial employees, you need to start paying attention to what they want in a job.

Micala Ricketts Micala Ricketts
28 Nov, 2018
Practice Management

3 Spooky Clients You Should Avoid

This Halloween season, we discuss three types of “spooky” clients to avoid in your practice.

Jessica Lundin Jessica Lundin
30 Oct, 2018
Practice Management

How to Evaluate Which Clients to Keep and Which to Let Go

The benefit of letting some clients go is that you’ll free up your time to help clients who are easier to work with and bring m...

Micala Ricketts Micala Ricketts
19 Oct, 2018
Practice Management

Best Practices for Building Trust with Your Clients

What is the secret to retaining your clients? The answer is simple: quality relationships that are built on mutual trust.

Jessica Lundin Jessica Lundin
17 Oct, 2018
Practice Management

3 Things You Should Always Do With New Clients

Want to start off on the right foot with new clients? Do these three things.

Brandon Jones Brandon Jones
10 Oct, 2018
Practice Management

Is Your Firm Proactive or Reactive?

If you want your accounting or tax firm to progress and meet the needs of current clients while attracting new ones, you can’t ...

Micala Ricketts Micala Ricketts
9 Oct, 2018
Practice Management

Tax and Accounting Trends for 2018-2019

For accounting and tax firms to stay competitive, they need to identify and implement some of the latest technology trends for ...

Micala Ricketts Micala Ricketts
18 Sep, 2018
Practice Management

Cloud vs. Desktop: Your Accounting Software Options

Cloud-based tools may be one of the most impactful developments for accounting firms in recent years. But how can you decide if...

Micala Ricketts Micala Ricketts
10 Sep, 2018
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