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Are you cyberfit?

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Accounting firms are time poor and prime targets for the cybercriminal, because your clients trust you with the most sensitive of information and often, not enough time can be spared to focus on cybersecurity. Let’s change that and focus on getting the basics right. Let’s get cyber fit with five quick questions: 1. Have you…

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Strategies to Improve Client Follow-Up

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One of the pivotal issues that has arisen at recent firm reviews and strategic planning sessions is that our clients do not get their telephone and email issues addressed in a timely manner. Many practitioners have mentioned to me that they get frustrated when the client calls back, often agitated that they have not had…

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