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Become the Practice of Now with our guides

Walking the walk: how to better serve millennials

Accounting and bookkeeping firms that have their eye on the future are adapting to a new generation of clients. What can we learn from millennial clients and their approach to work.

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The power of advisory services

With 9 out of 10 small firms seeking business advice from their accountants, it's time for your practice to go beyond traditional accounting services.

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Embrace tomorrow: how to future proof your practice

Transformation. It's one of those words that seems so overused. But for accountants and bookkeepers, it's a reality. Here's your guide to adapting and thriving today and tomorrow.

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South Dakota v. Wayfair and what SMBs need to do [Podcast]

Scott Peterson, Vice President of Tax Policy and Government Affairs at Avalara, explains the South Dakota v. Wayfair Supreme Court decision and implications for SMBs.…

Keys to making the leap to trusted business advisor

CPAs are well-positioned to serve as a trusted business advisor to their clients, but it requires a shift in mindset and investment in education and technology.…

To win more business, focus on what makes your practice unique

Want to grow your accounting practice? Develop your unique selling proposition (USP). A USP is a statement identifying what your company does best. It is essential to generate and promote for a competitive edge. …

Tips to get better at selling your accounting services

The more prepared you are, the easier it will be to sell to new accounting clients. Anticipate prospect objections, develop a sales script, and follow up with each lead. It takes time to get good at selling your accounting services.…