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Marketing Your Practice

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Top 3 Business Best Practices of a Well-Oiled Accounting Firm

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

5 min read LEARN MORE
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5 Keys to Success in the Evolving Accounting Industry

The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...

3 min read LEARN MORE
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11 Best Practices for How to Find Clients for Accounting Firms

One of the top mistakes accountants make is expecting business to come to them. The best practitioners know that this is not enough. They are constantly looking for opportunities...

6 min read LEARN MORE
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2023 Accounting Practice Management Survey

Executive Summary

7 min read LEARN MORE
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Embracing Inclusion and Belonging: Keys to Longevity and Relevance

In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...

4 min read LEARN MORE
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Using ChatGPT in Your Accounting Firm (Part 2)

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

3 min read LEARN MORE
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Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

3 min read LEARN MORE
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Future of Accounting: 5 Ways to Innovate in 2023

We live in a time where the "best" accounting practices change daily. Keeping track of all the changes in the industry between updates and tech can be overwhelming. Today, most...

4 min read LEARN MORE
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A Basic Guide to Using Email Marketing During Tax Season

According to SUMO, the average financial return for email marketing is $44.25 for every $1 spent! Still think email marketing shouldn’t be a priority for your tax practice during...

4 min read LEARN MORE
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10 Things Accountants Should Know About Marketing

Marketing is instrumental to your success whether you want to do it or not. Think about it, you are not compensated for marketing. You don’t get to bill your marketing time to...

6 min read LEARN MORE
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Why Your Accounting Firm Needs a Blog and How To Get Started

Content marketing is a tool that can help increase traffic to your website, build trust with your audience and boost SEO rankings. Let’s take a look at how these things can be...

5 min read LEARN MORE
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13 Accounting Influencers You Might Not Be Following

These days, social media is a necessity in today's business world. It's a place to make connections, network and keep a pulse on your industry. Search algorithms have become more...

6 min read LEARN MORE
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4 Tips for Earning Better Online Reviews

In a world where decision-making processes often begin with a Google search, online reviews are undeniably impactful. According to a survey, as many as 88% of consumers say online...

3 min read LEARN MORE
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Improve Your Website and Attract Better Clients in 5 Simple Steps

As we all know by now, having a website for your business is a necessity. According to research, 70-80% of consumers research a company online before visiting the website or...

5 min read LEARN MORE
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2 Easy Ways to Attract Millennial Clients to Your Accounting Firm

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your accounting...

2 min read LEARN MORE

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