three questions for the new year

young black woman sitting in front of laptop looking thoughtfulbring some clarity to your next steps.

by sandi leyva
the complete guide to marketing for tax & accounting firms

with 2023 upon us, it’s a good time to take stock of where we stand for the year, plus regroup as needed before the busy season begins. with so many changes in software, politics, tax laws and global standards, it’s pretty easy to feel a little disorganized.

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here are three steps to help us take stock of our foundational business goals, re-evaluate our big picture and get us centered as we enter this new phase.