Client Acquisition and Retention

Content

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ARTICLE

Working with Cognitively Impaired Taxpayers

October 4, 2021 Source: The Tax Adviser
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ARTICLE

Frequently Asked Engagement Letter Questions

September 15, 2021 Source: Journal of Accountancy
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ARTICLE

10 Billing Myths That Can Undercut Your Value

September 1, 2021 Source: Journal of Accountancy
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ARTICLE

Checklist: 10 Keys to Landing Your Next Client

August 19, 2021 Source: CPA Trendlines
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ARTICLE

Why CAS Is Great for Revenue Growth

July 12, 2021 Source: CPA Trendlines

 

Events

October 21, 2021Live Webcast
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December 20, 2021Live Webcast
January 3, 2022Live Webcast
January 14, 2022Live Webcast
January 26, 2022Live Webcast
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February 23, 2022Live Webcast
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May 25, 2022Live Webcast

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