Practice Growth and Client Service

Practice Growth and Client Service 22 matching products

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Arm yourself with the information you need to execute a win-win deal. This comprehensive resource from transition experts Joel Sinkin and Terrence Putney identifies the key elements involved in the successful purchase, sale, or merger of CPA firms. Written with both buyers and sellers in mind, the advice in this book aims to ensure that both parties to a transaction achieve their goals.
Publications | eBook, Paperback
$53.00 - $73.75
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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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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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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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Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.
Publications | eBook, Paperback
$113.00 - $156.25
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Created by top CPA practitioners, MAP Handbook is a vast collection of practice management guidance and tools brought together in one place. When it comes to practice management, AICPA's MAP Handbook is the premier source for information and guidance on the best ways to: Sell or merge your firm or Develop and expand your practice, and much more.
Publications | Loose-leaf
$138.00 - $172.50
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Jun 7, 2015 - Jun 10, 2015 - Orlando, FL - 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
$1059.00 - $1359.00
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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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Firms looking to expand their practice to include business valuation can use this comprehensive Toolkit to guide them through the numerous issues to consider when building a niche practice. Established business valuation firms can rely on the Toolkit to refine their business plan.
$32.00 - $45.00
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Arm yourself with the information you need to execute a win-win deal. This comprehensive resource from transition experts Joel Sinkin and Terrence Putney identifies the key elements involved in the successful purchase, sale, or merger of CPA firms. Written with both buyers and sellers in mind, the advice in this book aims to ensure that both parties to a transaction achieve their goals.
Publications | eBook, Paperback
$53.00 - $73.75
See Details
Compare
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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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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