Interview Questions - #2 Meet the Owner
Would you ask someone to marry you after the first date? Before making a hiring decision, we recommend at least 2 interviews. After all,...
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Interview Questions - #1 Initial Screening
20 questions to ask in your next accounting interview
3 min read
Client Onboarding Toolkit
We want you to decrease your time to onboard and create more fantastic onboarding experiences for your clients. Through onboarding...
2 min read
Vision Map
Do you have a clear, compelling vision that is shared with your team? Is your vision backed by measurable targets and further broken up...
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The First Session
The overall goal of the first session is that the client walks away with three things: Clarity on their goal Clarity on where they stand...
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Building a Talent Pipeline with the Power of Marketing
How to build a talent pipeline with the power of marketing with Karen Reyburn.
1 min read
Tax Funnel Report
It's been said that what gets measured, gets done. If you keep tabs on your firms' tax season progress by walking around looking at how...
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1040 Workflow & Target Timeline
The most efficient firms have a thorough understanding of who does what at each step of the tax prep process as well as an expected time...
5 min read
The Shift from Accountant to Advisor
During times of uncertainty or economic downturn, business owners need you. More specifically, your analytical brain, firsthand empathy,...
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