blog tag Getting Clients 
Xero
APRIL 11, 2023
Gone are the days when you need to sit at the desk to get those pesky admin jobs done. Small business app makeover The small business mobile experience is getting a makeover in Hubdoc. You’ll have a new column that shows your client email beside their name, and your clients will be kept separate from your practice organisation.
Withum
APRIL 19, 2022
As organizations get past the initial stage of moving to Microsoft 365 (M365) – typically by migrating their email and files shares to the cloud – they start looking for ways to get even more value from their investment. this blog is for you. First, some basics – what is Power Platform? Power Platform Licensing.
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Ryan Lazanis
MAY 17, 2022
In this post, I’m going to outline 18 of the top strategies working well right now to help you attract clients. 1 Get Blogging. #2 19 Upsell Existing Clients. . #14 19 Upsell Existing Clients. The most effective accounting marketing strategies require you to know your ideal client exceptionally well.
Xero
SEPTEMBER 5, 2022
Getting the full picture from your data. Figured works hand in hand with Xero to help farmers and their accountants get a true picture of the farm’s profitability and performance,” says James Higgie, Business Development Manager at Figured. We do this by getting closer to the operational and transaction-level data supported by Xero.
Shay CPA
FEBRUARY 14, 2024
Navigating this change can get a little complicated, but we can help, both with figuring out how it impacts your 2024 taxes and with your 2024 planning. As of the publication of this blog post changes to the rules of Section 174 are being considered in Congress with initial legislation passing in the House of Representatives.
Xero
JANUARY 31, 2023
It’s time to switch to new reports If you haven’t made the switch to new reports, we urge you to start moving your work across now , so you have plenty of time to get used to them before the older versions are retired. This will help advisors easily complete simplified year-ends for clients, thanks to TaxCycle.
Mark Lee
SEPTEMBER 6, 2022
This blog post is related to the fourth M. That is, which Media should you use to get your chosen Messages to your chosen Market? Do the passers-by who drop in etc become really valued clients? Generic blogging on your website may also reach a National audience if it doesn’t obviously have a local or other relevant focus.
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