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Mentoring tax staff

A well-designed, well-executed, and well-managed mentoring program can be an advantageous investment for a tax firm.

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.

Betsy George, CPA

Accountants need to balance their interest in fine details with consideration of the big picture, says Betsy George, CPA, of the Ventura Unified School District in California.

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.

From controller to consultant

Jian Xiao, CPA, CGMA, started consulting because she needed more flexibility after her son was born 10 years ago.

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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.