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Tax planning

A Functional Checklist for Beginner Tax Advisors

A Functional Checklist for Beginner Tax Advisors

While advisory might seem like the big boys corner with regards to the accounting profession, many “supposed” financial advisors lack the skill to be proper…
Eliminating the Gaps between Your Roles as a Bookkeeper

Eliminating the Gaps between Your Roles as a Bookkeeper

For most independent bookkeepers, the clients are the business owners. The right way to do bookkeeping is all about perspective. What point of view do…
How to Build Lasting Relationships with Self-Employed Clients

How to Build Lasting Relationships with Self-Employed Clients

The first part of a business is about the people in it and the relationship that they maintain. The services and products are secondary. As…

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