Live Webinar CPE Instructions

To qualify for CPE, here are the steps you need to take before, during, and after the webinar. Purchase and pay for the webinar course. If you are an Enrolled Agent, enter your PTIN starting with a capital P followed by numbers. Join the webinar at the

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How to Lead in a Crisis

As accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. It’s a chance for us to display extraordinary leadership as a profession. Here’s a tweet I just love that exemplifies the times: Here are some

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[Survey] Are You Curious About How Other Accounting Firms Get New Business?

Websites. Networking. Social Media. Direct Mail. Chat Bots. Events. Google Ads. Blogging. Open Houses. Newsletters. Trade Shows. Speaking. Remarketing. Messaging. Cold Calling. And that’s just the beginning. Today, there’s an endless list of places to find clients, but your time and resources are limited. What’s working? What’s

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