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Micala Ricketts (6)

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How to Build the Perfect Buyer Persona Based on Your Ideal Client

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...

12/07/18 LEARN MORE
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10 Creative Ways to Market Your Firm Going into Next Tax Season

If you want to attract more clients and bring in more business going into next tax season, you’ll want to focus on your marketing efforts. To stand out from the competition,...

11/29/18 LEARN MORE
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How to Keep Millennial Employees Happy

By 2020, millennials will make up 50% of the workforce, yet only 29% of them say they are engaged at work, and 60% say they are open to new job opportunities. What does this mean...

11/28/18 LEARN MORE
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3 Tips for Using Instagram for Your Tax Practice

Instagram shouldn’t be overlooked when developing your social media strategy. It’s rapidly gaining popularity, and Instagram influencers are popping up in all different...

11/20/18 LEARN MORE
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IRS Ramping up Debt Collection Is an Opportunity for Tax Resolution...

In 2016, the IRS started using private collection companies to collect overdue federal tax debts. This year the IRS will be ramping up that private debt collection program. During...

11/12/18 LEARN MORE
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By the Numbers: International Accounting Day

It’s November 10, and you know what that means—it’s International Accounting Day. Today’s the day we recognize the number professionals who help us file taxes, manage retirement...

11/10/18 LEARN MORE
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IRS Increases Retirement Contribution Limits

On November 1, the IRS announced increases to contribution limits for 401(k)s, IRAs, and other retirement accounts due to cost of living adjustments. Here’s an overview of what...

11/05/18 LEARN MORE
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Add Revenue to Your Practice By Offering Audit Defense

Audit defense is one of the easiest and most affordable ways to increase annual recurring revenue for your practice. Audit defense simply establishes that for a small fee, you’ll...

10/30/18 LEARN MORE
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4 Keys to Building a Lucrative Practice

So you’ve started your own tax or accounting practice, and now you want to make money—not just enough money to stay afloat, but enough money to make a nice profit from all your...

10/29/18 LEARN MORE
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Choosing a Market Niche for Your Accounting Firm

To create a successful accounting firm, you need to be better at what you do than your competition. Because accounting firms frequently offer similar services, it can be a real...

10/25/18 LEARN MORE
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Why Accountants Need Client Testimonials and How to Get Them

The success of your accounting firm depends a lot on how you market your services. If you are getting a compelling message out to the right people, they will want to give your...

10/18/18 LEARN MORE
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What You Need to Know About the New Tax Transcript

The IRS recently changed the format of tax transcripts for individuals to a redacted transcript. In an effort to safeguard taxpayer information from cybercriminals, all personally...

10/12/18 LEARN MORE
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Feature Update: Time Tracking with Multiple Timers

In April we introduced time tracking to the Canopy lineup, and in August we made it more robust. Now, we’ve improved it further to make it even more useful for you and your firm....

10/08/18 LEARN MORE
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3 Ways Tax Professionals Can Boost Their Twitter Profile

Twitter is different from other social media platforms in that your posts have to be brief. You only have 280 characters to get your point across, which can be a good thing....

10/05/18 LEARN MORE
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Tax Reform 2.0 to Be Voted on Soon

It’s been nine months since the new tax law was passed, and this month Tax Reform 2.0, a series of three bills, was released. The House Ways and Means Committee passed Tax Reform...

9/27/18 LEARN MORE

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