Practice Growth and Client Service

Practice Growth and Client Service 17 matching products

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The 2014 survey provides financial and other key benchmarking data from the survey in Excel format, convenient for sorting and analyzing the data.
Publications | On-Demand
$200.00 - $300.00
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Reduce stress and make the most of your staff's time and skills with this hands-on guide to improving your tax season. Filled with checklists, sample letters, and worksheets to help keep your clients happy while effectively managing workflow during the busiest time of your year.
Publications | eBook, Paperback
$69.00 - $99.00
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Reduce stress and make the most of your staff's time and skills with this hands-on guide to improving your tax season. Filled with checklists, sample letters, and worksheets to help keep your clients happy while effectively managing workflow during the busiest time of your year.
Publications | eBook, Paperback
$69.00 - $99.00
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This lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.
Publications | PDF Newsletter
$325.00 - $406.25
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If you are looking to improve your practice, enhance your bottom line, and make the best of both your livelihood and your life, then Accountant?s Flight Plan is a must-read.
Publications | eBook
$27.96 - $34.95
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CPA Client Bulletin is widely regarded as the number one, quality newsletter for CPA clients, now available in your choice of formats.
Publications | E-Newsletter, PDF Newsletter
$550.00 - $687.50
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Jun 5, 2016 - Jun 8, 2016 - Las Vegas, NV - The AICPA Practitioners Symposium and TECH+ Conference - Define a clear path for the future by learning the latest insight, tools and technological information to keep you and your practice on the cutting edge. Featuring the latest in practice management, emerging technologies, mobile and cloud-based solutions essential to boost immediate profits but to also create new opportunities moving forward.
Conferences | Conference
$1075.00 - $1375.00
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Firms interested in adding personal financial planning (PFP) services to their practice or expanding their existing services can rely on this comprehensive guide to walk them through the issues to consider- regulatory considerations, developing procedures, marketing your services, managing risk, and more. This guide is full of resources for those considering this exciting opportunity, including a sample business plan, illustrative engagement letters, and client questionnaires.
Publications | Online Subscription
$49.00 - $59.00
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Intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that.
Publications | eBook, Paperback
$53.00 - $73.75
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A new monthly content service from the AICPA that allows you to select and leverage the content you need through the marketing channels of your choice. Each month you will receive a collection of timely articles that provide a lively look at tax saving, financial planning, and small business advice that will be valued by clients and prospects. Annotated with helpful tips on how and where to best feature the content, this service will elevate your firm marketing power to the next level.
Publications | Download
$895.00 - $1095.00
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Managing your business effectively should be your first strategic priority. This CPE course discusses ten foundational pillars of high-performing firms. It also provides sixteen best practices for serving your existing clients.
CPE Self-Study | On-Demand
CPE
$39.00 - $48.75
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Earn what you?re really worth! This resource walks you through the most common pricing methods and methodologies, teaches you how to discuss pricing with clients, and offers advice on how to motivate employees to bill what they're worth.
Publications | eBook, Paperback
$55.00 - $75.00
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