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Firm Management

The “Magic Bullet” for Accounting Firms

We are on the road to healthy eating, starting with the recent purchase of a Magic Bullet, a high-powered blender that pulverizes fruits and vegetables into a really gross-looking liquid. We’ve been putting in spinach, kale or carrots, plus any kind of fruit – melon, berries and bananas – and in just 30 seconds, we’re drinking our way to improved nutrition and a healthy glow.

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Firm Management

5 Marketing and PR Tactics for Small Accounting Firms

While larger firms may seem to have an advantage over their smaller counterparts because they allocate more money toward marketing and public relations, there’s no reason why smaller firms can’t do what they can to market their practices.

Accounting

Intuit Acquires Lettuce App

Intuit has entered into an agreement to acquire Lettuce, a start-up focused on helping product-based small businesses succeed by providing easy to use cloud-based solutions, including a robust inventory and order management system.

Firm Management

5 Ways to Measure Your Firm's Social Media Efforts

Professionals who participate in social media, and certainly most accountants I know, want to measure what they’re doing, in order to know if they should increase or decrease the time they spend on non-billable activities. Seldom do I find anyone who tweets or networks with colleagues on LinkedIn just because it takes up valuable time the accountant could be spending building business in other ways.

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Firm Management

Which Social Media Options Are Right for Accounting Firms?

When I educate CPAs and accountants on social media marketing, I get two questions more often than any others. First, which application they should be on, and second, how they operate or participate in social media to get results.

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Accounting

Three Tips for Implementing A Succession Plan

Whistle-Blowing to the IRS: Use This as an Opportunity to Talk to Clients

Whistle-Blowing to the IRS: Use This as an Opportunity to Talk to Clients

I was reading my Dallas Morning News a few weeks ago when I stumbled on an article in the Business section called, “Whistle-blowing to IRS Can Pay Off.” Based on the kind of work I do, it caught my attention, of course. Here’s the link - you may need to register with the online site before viewing the article.

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Valuable Lessons Learned From Building a New Website

Advisory

How the Texas State Fair is Like Accounting Practice Management

There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country - and I’ve been going every year since I was very young.

How the Texas State Fair is Like Accounting Practice Management

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