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With the beginning of a new year ahead and a few hard ones behind, firms are looking at growing their clientele.  However, before increasing marketing spending, firms should consider increasing their investment in strengthening client relationships to reduce client...

With more and more accountants striking out on their own, here are a few things you should consider as you begin your firm.

Quality financial reporting is vital to help point your client in the right direction. By ensuring your reports are meaningful and measurable, you are showing your knowledge of your client’s company, its current situation, and its goals. 

People are leaving their jobs in droves in search of their own promised land. During this great exodus, the need for accountants rises, creating opportunities for accountants who see the signs.

Confusion is a great way to stay stuck in fear. Fear holds our clients back from future success.  Are your clients confused? The job of an accountant is to shine a light in the closet of a client's business, dispel fear, and remove the notion of a monster hiding...

Congratulations! Your accounting firm is growing!  You are no longer a small mom-and-pop business with just a handful of accountants doing all the work.  So, now what?? This transitional time is critical for firms and their future success. This article will dive into...

Your clients are wisely searching for the right financial professional that can help them unlock their financial growth. "Financial success does not fall in your lap," says Justin Hatch, CEO of Reach Reporting. "You have to be intentional with your choices. How...

Exactly what I wanted.   Dave Carlson, President and Chief Operating Officer of Summit Technology As President and COO of Summit Technology, I know this business inside and out and which KPIs are most important to our short and long-term goals. As a business...

Today's business structures make financial and managerial reporting daunting, overwhelming, and just downright frustrating. With businesses implementing more systems that need reporting and each company seems different from the other, accountants are exhausted trying...

Have you ever forgotten the “Why” of Financial Reporting and Analysis? As you sit at your desk and create this month’s financial reports for your clients, you may ask yourself, “Why am I doing this? Is this helping my clients at all? “It is essential always to keep...

Accounting is at a defining moment. With businesses looking for more than just end-of-month statements, IT has stepped up their AI efforts, while accountants are improving their deliverables and communications.
Who will succeed?

  Not everyone thinks financial statements, spreadsheets, and numbers are exciting. I know, weird, right?    Most of your clients are business owners with talents in other areas. They are not accountants; that's why they hired you!! Giving a non-accountant a...