Marketing Material

Newsletters

• November 2024: Providing Year-End Reviews
• October 2024: The Value in Forecasting
• September 2024: Challenges Facing the Accounting Industry
• August 2024: Building a Client Service Plan
• July 2024: The Importance of Analytical Procedures
• June 2024: The Importance of Nonprofit Advisory Reporting

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Enhancing a ProfitCents Engagement

• An Accountant's Checklist for Client Meetings
• ProfitCents for Business Advisors
• Financial Health: What to Look For

Presentation Tips

• Presenting Tips for the Industry Data & Industry Data with Company Comparisons Reports
• Presenting Tips for the Narrative Report
• Presenting Tips for the Projections Report
• Presenting Tips for the Analytical Procedures Report

Practice Aids

• Talking Value
• How to Retain a Good Client
• 10 Keys to Growing Advisory Services
• Building Relationships with Consultative Client Meetings

Helpful Presenting Tips During Economic Struggle

• How to Help Clients During Economic Struggle: Industry Data Report
• How to Help Clients During Economic Struggle: Narrative Report
• How to Help Clients During Economic Struggle: Projections Report

Value-Added Reporting

• From Compliance to Consulting
• Mining Advisory Engagements Through Tax Season

Case Studies

• Accounting Firm: Management Meetings
• Accounting Firm: Nonprofit Dashboard Reporting System
• Accounting Firm: Using ProfitCents for Audit Planning
• Acquiring Clients with ProfitCents
• CPA: Direct Marketing
• CPA: Internal Training

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