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All-in-one practice management that unlocks the firm you've always wanted.
While maintaining transparency is an important step to building strong client relationships, there are other things you can do to make clients happy. Happy clients are clients who...
There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...
Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...
Showing your clients you care can come down to the small details — even typing their name in an email, rather than addressing the note as “Dear Client” can make a big difference....
Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...
You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...
Earlier this week, Canopy hosted a webinar in a partnership with Divvy sharing advice from experts about how to grow your firm by offering Client Accounting and Advisory Services,...
An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...
More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...
Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...
While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...
Occasionally, there is that client that won’t return your phone calls until after hours and will send in their paperwork last minute—or not at all. What do you do when you’re in...
As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...
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