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Your Guide to Documenting Processes for Client Accounting Services

There are several building blocks to creating a successful client accounting services practice. We’ve addressed several of these in other blog posts: developing a staffing plan, developing a sales and marketing plan, and thinking like a general manager. In this post...

Make Your Firm Stand Out with These Simple Tips

Most accounting firms think business is all a numbers game. As long as you show you have better numbers than the next guy, you'll stand out just fine. Right? Not exactly. "People don't buy what you do; they buy why you do it. And what you do simply proves what you...

Find a Staffing Model That Maximizes Margins for Your Practice

  There are a variety of approaches to staffing a Client Accounting Services (CAS) practice. Many fledgling CAS practices share staff with either assurance or tax service lines. As your practice grows and the workload becomes more constant, sharing team members will...

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