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The Win/Win of Adding a Financial Services Offering

Win Win of Adding a Financial Services Offering CoverAccountants and tax professionals who have been in this industry awhile might find their revenue stagnant. The same clients return at the same times of year needing the same services. By offering financial services alongside your tax firm offerings, you can break this cycle and boost revenue, fill in gaps when business is slower, improve client retention and expand your client base.

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