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April 27, 2026 The Numbers Don’t Lie: What Two Decades of Accounting Firm Data Are Telling YouMost managing partners have a sense of where their firm stands. They know their revenue per partner, they...
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April 21, 2026 Turning Lost Prospects into New Clients After Tax SeasonMost firms treat April 15 as the finish line. The more strategic firms treat it as a reset—and...
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April 20, 2026 How Often Should You Survey Clients Without Annoying Them?A Practical Guide for Accounting Firms (and the Client Trust Equation) Client feedback is one of the most...
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April 13, 2026 Why Your Lead Generation Funnel May Be Leaking (and How to Fix It)If your firm is putting time and money into marketing but leads are still inconsistent, you may not have a...
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April 7, 2026 Making the Complex Clear: Design Reports That Are Reader-FriendlyA lot of clients don’t have a financial background, yet they’re asked to read dense, technical reports. Strategic...
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March 30, 2026 The Social Media Metrics Accounting Firms Should Actually TrackFor many accounting firms, social media can feel difficult to measure. You post consistently, share helpful content, and...
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February 26, 2026 USPS Processing Changes May Affect Tax Filing DeadlinesAccounting firms should be aware of recent procedural changes by the United States Postal Service that could impact...
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February 24, 2026 5 NPS Follow-Up Questions That Unlock Real InsightsHow to move beyond a score—and uncover what actually drives client trust, retention, and referrals. Net Promoter Score...
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February 18, 2026 Lead Magnets That Actually Work for Accounting FirmsLet’s face it, most accounting firms struggle to capture attention online. Your website might get visitors, your social posts might get likes, but...
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February 16, 2026 Making the Complex Clear: Infographics SimplifyBy Casey McWilliams Communicating Can Be Done in So. Many. Ways. Accounting firms deal in complexity every...
