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21 reasons tax clients fire accountants

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portrait of an angry man yelling on the phonewhat could you be preventing right now?

by ed mendlowitz
tax season opportunity guide

clients have many choices, including the choice of a tax preparer. every new client an accountant gets is because that client left – fired – their previous accountant.

more: 16 traits of the best tax clients | eight ways to charm a client | plug small leaks before they become big floods | you’re only as good as your last screw-up | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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so why do clients leave?

here are 21 good reasons why they should: read more →

5 key principles for accounting firm marketing

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what’s something that continues to evolve year after year?

by katie thomas
leaders online

accounting firm marketing.

it can be hard to keep up with all the changes. just when you think you have it down, google changes its algorithm, or a new social media channel comes to the market.

more in marketing: crafting the perfect proposal  |  nine biz-dev metrics for making partner | the seven-step plan for marketing by spreadsheet  | when you’re the ‘go-to’ expert  | close the sale: getting across the finish line |  cross-selling by spreadsheet |  should you try influencer marketing? |  the case for video marketing |  communication isn’t about you |  why your social media is a flop | the biggest seo secret of all |  turning client service into new revenue |  what sets your firm apart … if anything? |  do you ask the right questions to deepen client relationships? | eat that frog: asking for a prospect meeting

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are a few keys that remain consistent and will help you master your firm’s marketing. and that’s what we’re covering in today’s article: five key principles to build your entire marketing strategy around. read more →

how the r&d tax credit has expanded over the years

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portrait of deborah roth
roth

improving your process? you could qualify.

by deborah roth
source advisors

deborah roth is practice leader and managing director in the fort worth, texas office of source advisors.

governments typically incentivize private industry to produce research and development (r&d) as a strategic tool to advance their economies. initially temporary, the federal r&d tax credit became the united states’ primary means for rewarding businesses for investment in research. the path act of 2015 permanently extended the r&d tax credit and expanded its provisions.

more: the nine-point plan for handling §179d
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

rapid changes in technology over the past decades have forced most companies to constantly innovate. at every stage, companies encounter technical challenges related to developing new or improved products and trade processes and integrating them with existing assets.
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5 keys to m&a success

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industrial metal number 5learn from the paths of others.

by ira rosenbloom

in 2021, we worked successfully on m&a with firms ranging from $1.5 million to $250 million in annual revenue.

more: 10 steps to a superior tax department | 10 ways to protect your best clients from your competitors | are you overthinking an m&a deal? | how to put the ‘success’ in succession | how covid-19 has changed succession planning | top 10 steps to maximizing profitability
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five lessons from those transactions to put you on the road to succession success:
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