THE BLOG

Above the Fold

Expert commentary and practical articles designed to help professional firms educate clients, navigate regulatory change, and grow without adding to their workload.

How Digital Communication Elevates Your Estate Planning Firm

How Digital Communication Elevates Your Estate Planning Firm

In estate planning, your clients aren’t just looking for documents; they’re seeking peace of mind, expert guidance, and a trusted advisor for life’s most sensitive decisions. Unlike many other legal fields, estate planning often involves a lengthy consideration process, complex concepts, and a profound need for trust.

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How CPAs Can Become Strategic Business Advisors

How CPAs Can Become Strategic Business Advisors

As tax season wraps up, many CPAs find themselves reflecting on the whirlwind of activity that descends upon their practice each year. However, this period also opens the door to a wealth of opportunities that extend beyond the traditional scope...

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Purpose Over Paychecks

Purpose Over Paychecks

It’s something both companies and their workers need to consider: the purpose of work. Of course, money is often the key reason! However, increasingly, more people see that work has to provide more than cash. 

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Catch Your Breath, Then Catch More Clients

Catch Your Breath, Then Catch More Clients

Tax season. Just the words can evoke a mix of relief and exhaustion for CPAs. You’ve navigated the deadlines, the complexities, and the long hours. Congratulations, you’ve earned a moment to breathe! But as the dust settles, a crucial opportunity...

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How Payroll Providers Can Effectively Promote Ancillary Services

How Payroll Providers Can Effectively Promote Ancillary Services

Payroll processing is the bread and butter of your business, but are you leaving money on the table by neglecting your ancillary services? In today’s competitive landscape, payroll providers must diversify their offerings to stand out and maximize revenue.

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