by houston@freshrobot.com | Feb 5, 2021 | Uncategorized
We all want a ‘whole’ client not a ‘partial client’. A whole client is one who is totally engaged with us as their accountants. Unfortunately, too often we accept half a client or a quarter of a client who discuss just some of their needs and wants with us. We need to... 
by houston@freshrobot.com | Feb 5, 2021 | Uncategorized
Most of us believe we have the answers to our clients’ most pressing questions, but we often miss the mark on nailing what our clients really want. We think they want advice on how to: make more money establish a successful business gain more clients While those... 
by houston@freshrobot.com | Feb 5, 2021 | Uncategorized
Are you ready for changes in the tax industry that could affect your revenue? Experts predict that under the previous tax law, about 70 percent of clients itemized their deductions. Under the new law, only 17 percent will itemize. This means fewer people will need the... 
by houston@freshrobot.com | Feb 4, 2021 | Uncategorized
Do you struggle to find time for anything other than tax preparation work? Does it feel like there’s not enough time to get everything done? If you answered yes, then you’re not alone. Most accountants are working harder than ever, even though modern technology was... 
by houston@freshrobot.com | Feb 3, 2021 | Uncategorized
Become an Industry Leader The Complete Advisory Solution trains you to become your client’s most trusted advisor. By giving you targeted resources like our Strategic Planning Toolkit, you’ll offer invaluable expertise to help clients: • Realize their dream • Explore...