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Welcome to Our Library

Our resource hub for the latest news and helpful tips.

Grab a beverage, curl up in the comfy virtual chair, and dig right in!

know the signs of burnout

Know The Signs Of Burnout

By Tammy | July 5, 2022

Burnout is often mistaken for being overworked, burning the candle at both ends, all work no play, you get the idea. And while yes, all those can and will lead to burnout, it’s also important to know there are other factors such as hating your job, your situation, or not getting the support or appreciation you need from others. The thing is burnout can be prevented if you know what to watch for and what to avoid.

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customer care

High-Touch Customer Care

By Tammy | June 27, 2022

High-touch involves ensuring that you increase the human factor in all your client-facing efforts. Even though most of your business may be conducted online today, your customers still value social interaction, and because of this fact, high-touch methods can be the differentiator for your accounting firm.

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customer care

5 Reasons How Client Communications Can Go Wrong

By Tammy | June 20, 2022

Your clients are willing to put their trust and faith in your ability to deliver the tax and accounting services they need. But this is a type of trust that can be easily broken.

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client communication

How To Communicate With Your Client

By Tammy | June 13, 2022

How To Communicate With Your Client As a small accounting firm, your main goal is to deliver an exceptional client experience to everyone who solicits you for business. However, building trust and confidence in your clients isn’t just about offering a great product or delivering world-class service. Well, it is, but it’s also more than …

How To Communicate With Your Client Read More »

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client communication

When Do Clients Need To Hear From Us?

By Tammy | June 6, 2022

During a business transaction, there are critical times that communication is vital to keep clients feeling like you are in touch and engaged with their unique situation.

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connect, clients, customer care

The Importance of Connecting With Clients

By Tammy | May 31, 2022

So when your potential clients decide that it’s time to fork over their hard-earned cash to solicit your support that brings them closer to their goals, they’re always going to search for that one intangible thing.
Do you know what it is?

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distractions

Dealing With Distractions

By Tammy | May 23, 2022

In a perfect world you would be so focused on your work that nothing could distract you. But our world is not perfect, and it rarely works that way. So why does something so minor as an interruption mess up our entire day?

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productive people

How Productive People Think

By Tammy | May 4, 2022

Productivity is not just about working hard or being busy. It’s about being effective with your time and resources. Productive people are able to focus on what’s important and make sure that they are using their time wisely.

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time management

5 Tips To Stay Ahead Of The Curve

By Tammy | April 30, 2022

Running an accounting firm is not easy, and oftentimes, not the most exciting. There are so many mundane, everyday tasks necessary to keep the business running. Tasks such as filing, billing, and data entry bog down a daily task list; they have to be done, but not by you! Hiring a virtual assistant can be a simple solution. But how do you know when to outsource? These five tips will keep you ahead of the curve by helping you sort through your tasks and decide what you can do and what you could be letting someone else do.

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optimize workflow

5 Tips To Optimize Your Workflow

By Tammy | April 25, 2022

Whenever I speak to an Accountant about their business, one of the recurring struggles I hear is the workflow, or rather, the lack thereof. Whether it’s a small staff under ten, or over fifty, the common denominator is a clog somewhere in the workflow. This usually means the work is bottlenecking somewhere, and it’s at that point optimization needs to happen.

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lifetime learning

Lifetime Learning is Essential

By Tammy | March 28, 2022

There is one thing that is certain in life, and that is change. If you are like me, you embrace change because it is another chance to learn and gain something new. I am an avid learner, a lifelong student if you will. I learned early on that if you want to succeed, you must stay one step ahead, and the way to do that is through learning.

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defining a virtual assistant

Getting the Help You Need Virtually

By Tammy | March 21, 2022

Keeping up with all of the routines can be difficult for those who work hard in their company or personal life. There are fifty million things to accomplish in one day with too little time and too few people to help. If you want to begin saving time, you can invest in a virtual assistant who will help you take some extra things off your plate.

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7 Tax Tips

7 Tax Time Tips

By Tammy | March 7, 2022

Feelings of dread and the tax season seem to go hand in hand. Preparing ahead of time for the filing of your income taxes can reduce your stress. At least you won’t have to go hunting at the last minute for your documents.

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Take action

How to Take Action on Your Plans

By Tammy | February 28, 2022

Do you have big plans for your life or your business, but aren’t quite sure how to get started? Don’t worry. You are not alone! Taking action is the hardest part of having plans! Kristen Rohde, a behavioral science professor, talks about the gap we all suffer between planning and doing. From changing circumstances to failing to plan, we all have our reasons for taking action.

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tax prep

Hire a Tax Preparer or Go It Alone?

By Tammy | February 21, 2022

Albert Einstein once said, “The hardest thing in the world to understand is the income tax”. More and more people are making the move to doing their taxes at home. With programs like 1040.com and FreeTaxUSA available, the process can be simplified and the refund swift in coming. However, going it alone is not always the wisest or most cost-efficient choice.

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