In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be ...
Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.