Another author provides a step-by-step guide.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
QUESTION: Do you have a simple checklist that I could use as a guide to run my practice?
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ANSWER: Actually my monthly Q&A Newsletters is a great and easy way to get information on how to run your practice. Also my 101 Book with my first 101 Q&As is another great resource.