Set Bold New Goals for the Rest of the Year

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Use four metrics to measure change, progress and success.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Think back to this day one year ago for just a minute. Where were you in your business? What were your revenues, salary and profits at that time? What were your clients like? What were your biggest issues?

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If we don’t occasionally look back to take a snapshot at a point in our history, we may not realize how much we’ve accomplished in such a short time. I’m not much for dwelling in the past, but this exercise is tremendously useful for a couple of reasons: