accounting firms, bookkeeping services, tax planning and Webinars

Capturing advisory opportunities: Where is your firm in its journey to advisory?

ThomsonReuters

JUNE 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. Your long-term success hinges on capturing opportunities that cultivate deeper and more meaningful client relationships—and that’s where advisory services come in.

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tax return Tax bookkeeping services Technology

Why accountants need to think like marketers during tax season

ThomsonReuters

FEBRUARY 21, 2023

Or perhaps your firm strives to be proactive vs. reactive in serving clients offering quarterly check-in meetings, etc. Additional ways to highlight your firm’s value could include: • Payroll and bookkeeping services: Highlight the time savings you provide. • Tax planning: Highlight the value-add expertise you provide.

Tax

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Accountant Advocate

Capturing advisory opportunities: Where is your firm in its journey to advisory?

Why accountants need to think like marketers during tax season

Webinars

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