Firm Management

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April 27, 2022 

How Accounting Firms Can Target a Niche Using SEO

Here’s a scenario in which you might be familiar. A partner in your firm specializes in a niche area. But he/she is not showing up in search results as prominently as they should or could. What can you do to help them elevate their search ranking and ...

Becky Livingston

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April 22, 2022 

Building a Next-Gen Sales Tax Practice

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

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April 21, 2022 

How to Solve Fee and Advisory Services Dilemmas

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

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April 19, 2022 

2022: LEAN Up Your Firm’s Tax Season Debriefing

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...

Roman Kepczyk

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April 19, 2022 

How To Make Virtual Meetings More Efficient and Effective

From staying on agenda to making sure everyone has the platform to speak, experts from audio-visual solution specialists Universal AV have revealed some of the top ways organizations can make virtual meetings work for your business.

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April 18, 2022 

9 Strategies to Help Clients Pay on Time

Every client services industry has to manage clients who do not pay on time – or at all. It can be a very frustrating part of running a business and heavily impact your success if you don’t have the right strategies in place.