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TOPICS / PROFESSIONAL DEVELOPMENT

How to get clients to follow your advice

Having clients fail to take your advice can be frustrating. But by changing the way you offer that advice, you can increase the chances that clients will comply.

Teaming up for success

Follow these tips to develop and maintain an effective team culture.

Stay in charge of your time and energy

Kevin Gienger, CPA, shares ways CPAs can better manage their time and become more productive without losing sight of what’s most important to them.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.