Posts tagged with ‘Checklist’

  • Make the Most of Your Accounting Internship Program
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    How to Ensure a Five-Star Rating for Your Internship Program

    Most of us can probably recall that internship in college when we made coffee, moved boxes, and filed endless stacks…

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  • Your Tax Season Survival Guide
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    Your Tax Season Survival Guide

    Tax season officially started on January 28. …cue hair pulling and pillow screaming… Okay, maybe that's over-exaggerating just a bit.…

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  • How to Succeed in the Succession Planning Process
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    Secure Your Future with Effective Succession Planning

    Who Are Your Firm's Future Leaders? For many senior professionals, thinking about who will succeed them and determining their exit…

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  • Succession Planning for Accounting Firms
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    Future-Proof Your Business with a Succession Plan

    Don’t leave the future to chance. Succession planning has been an important topic for many years, but it's become a…

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  • 6 Practical Tips for Managing the Generation Z Accountant
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    6 Practical Tips for Managing the Generation Z Accountant

    Your accounting firm is in a good place. You've finally figured out how to manage millennials, and now, you have…

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    Simple Steps to Set up a Docket and Calendar System

    Organize, prioritize, and prosper. Docketing is a critical process for any law firm, from the solo proprietor who only handles…

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    5 Steps to Take When a Claim Threatens Your Career

    Call, write, and stay proactive. Your client taps her nails on the chair as she sits in the customer lounge.…

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    Errors & Omissions Risk Reduction Checklist

    As real estate transactions become more complex, it's important for real estate professionals to protect themselves from personal liability risks.…

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    Don’t Buy E&O Insurance Until You’ve Asked the Broker These Questions

    Real estate is a complex industry. In addition to regularly dealing with expensive properties, real estate professionals also have to…

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    Common E&O Insurance Mistakes

    Do you think general liability insurance for your real estate business covers all of your risks? If so, you may…

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