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Poll: Top challenge of valuation practices is attracting new clients

Abrigo

Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm.

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What are analytical procedures and their benefits?

Abrigo

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Technology Can Help Today, technology can help with something called technology enabled analytics.

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