Please don’t “kill” your clients!

Every year, I buy a gorgeous hanging planter for my front porch.  Vibrant purples and pinks, full and lush–you know the kind.  In May, this planter gets all the TLC I can give it: daily waterings, slow-release fertilizer, fresh potting soil.  The works. And then, June hits. Frankly, I’m just…

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Make sure your referral source network sparks ROI for you, too

A solid referral network is invaluable to a CPA.  Your clients, many of whom need complimentary professional services like legal, financial planning, and insurance, trust your recommendation and are extremely likely to become that professional’s new client. You know that you send your network of trusted resources credible warm leads,…

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