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Mastering your metrics: Why KPIs matter

Key performance indicators lead to a better overall understanding of business operations. Learn why KPIs matter to your success.

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From the firm: Reset and renew this spring

Another tax season is in full swing. Enjoy this issue for articles to help you reset and renew your personal and business financial situation.

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Smart purchases for the pandemic and beyond

COVID-19 has changed the way we live and shop. Here are some smart purchases that will be beneficial even when the pandemic is no longer a driving for...

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5 tips for avoiding an IRS audit

Stay off the IRS’s radar by eliminating a few common red flags...

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From the firm: Seize the energy of the new year

2021 is finally here—along with a wave of hope and renewed energy. Here’s how to make the most of it.

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Goal setting in the new year

Are you on firm financial footing? Start with these questions to make sure you’re on track for 2021.

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What you need to know this tax season

Take note of these changes to make this year’s tax return preparation easier.

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Audit protection: What it is and what it can do for you

Nothing strikes fear in the hearts of taxpayers more than a notice from the IRS. Learn what audit protection services can do for you.

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Recharge your remote team

Re-energize your team meetings and other communication touchpoints to be sure you’re all on the same page.

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Life and living: Get outdoors...with activities for snow or sand

Whether you’re near snow or sand, we’ve collected several ideas for getting outdoors to have fun.

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Mind flex: Fun Valentine’s Day facts

Test your Valentine’s Day knowledge and maybe get an idea for what to get your love this year.

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IRS letters from typewritter

IRS notices 101

While not an exhaustive list, here are some of the most common types of notices and letters you can receive from the IRS.

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Overcoming a cash flow shortfall

Seven sound suggestions to help you get back on a positive cash flow track.

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Online lead generation strategies

If you're looking for effective strategies to attract prospects online, start by implementing the advice we've shared here.

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Mind flex: Smart cookie trivia

Sweeten up your knowledge of the holiday season's most popular treat with this cookie trivia challenge.

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