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Jul 15, 2019

Do your clients pay upfront, or do they pay after you’ve done the work?

Charging your clients in full before you do any of the work can help your firm be a more efficient and effective for your business.

When I was talking to one of my recent accounting students, I was shocked to find out that he had more than $60,000...


Jul 1, 2019

Do you ever wonder if you’re being annoying to your new leads?

This is a struggle that holds many accountants back from following up, and ultimately hurts their clients and hurts their business!

Most clients require up to five follow-ups before they bring in more revenue to your firm by enrolling with you. However,...