Will Casserly

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Three Attributes for Improving Your Business Development and Networking Skills

Author: Beckie Reilly | Date: September 24, 2024 In his book “To Sell is Human”, author Daniel Pink states “Like it or Not, We are All in Sales”. Even if your role does not include direct sales, networking and business development skills are essential tools in every public accountant’s and advisor’s professional toolkit. While technical […]

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Build Genuine Trust, Active Listening and Networking to Unlock Your Full Potential

Author: Sean Bilodeau and Esther Shelton | Date: September 24, 2024 LIGHTS … CAMERA… ACTION!! The “glamorous” world of television news is often associated with stylish anchors and reporters dictating the day’s events with a panache so polished you’d think they spent the entire day practicing in front of a mirror. But, behind the scenes,

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Engaging Your Participants in a Virtual Environment

Author: Joshua Yorra | Date: June 21, 2024 Some quotes from the author’s recent training program evaluations: “Josh is a great presenter. He keeps a pleasant learning atmosphere and does a great job keeping everyone participating.” “Great instructor that has mastered the art of pacing and engaging learners digitally.” Did I want to show you

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Educating the Tax Pros: Enrolled Agent Training vs. CPA Continuing Education

Enrolled Agents vs. CPAs: The Distinctive Roles and Qualifications Author: Thomas Kiley| Date: October 30, 2023 Enrolled agents (EAs) are tax-focused professionals who have qualified to represent their clients before the Internal Revenue Service by either passing a three-part examination administered by the IRS or by working at the IRS over a period of time.

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Increase Your Profitability By Using Three Writing Techniques

Introduction: 20-20 Services is thrilled to offer you our first blog written by a strategic partner, Ryan Standil, President of Write To Excite. Ryan helps public accounting firms increase their writing efficiencies, which leads to greater clarity and profitability. Several of our clients have retained Ryan to conduct coaching and workshops at their firms. He can be

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