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Plan II Tax Season Discount & Financing Offer

If you want to grow your practice right now, you’re in luck! Place a deposit on a Client Acquisition Program […]

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From Startup to $270,000 In Business After Only 18 Months!

This month’s success story interview is with Matt Jad, CPA based in Denver, CO. Matt started his practice in the […]

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The Two Group Technique

A simple direct way to determine if the prospect has a compelling reason to buy is to define two groups […]

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How to Get New Bookkeeping Clients During Tax Season

Probably the last thing on your mind during tax season is new client acquisition. If you’ve had to hire seasonal […]

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Asking the Right Questions to Boost Your Business

The Importance of Building Trust During the Sales Process One of the most critical aspects of winning over potential clients […]

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It’s That Time of the Year Again!

On January 1st, I did the same thing I’ve been doing on that date for the past 29 years. I […]

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