here are four ways to stop leaving that money on the table.
by sandi leyva
the complete guide to marketing for tax & accounting firms
accounting firms have done a great job adopting paperless office technologies, the web and even cloud computing, so you may feel you have been doing all you can to streamline margins, become “client-centric,” as some consultants call it, and grow your practice. but i believe there is even more opportunity that very few, if any, in the accounting profession have fully identified or embraced.
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i only bring this up because i believe most cpa firms are leaving about 60 percent of their potential revenue on the table (and i can prove it). worse, they are not sharing their badly needed financial expertise with more businesses that could be greatly helped, especially now.
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