Thriving as a Sophisticated Small Firm: 
Overcoming Limits for Break-Out Client Growth


The growth and expansion of a small tax and accounting firm is exciting to watch. The entrepreneurial spirit. The securing of a first client, and then the steady march toward growing a healthy book of business.

However, in many cases, it is once a small firm has reached this newest stage that moving to the next rung on the ladder of success is most elusive. Limited resources, higher client demands, and stiff competition, make it difficult to thrive against your own lofty goals, let alone your competition.

In this eBook we will define what is meant by the term “sophisticated small firm,” the challenges it faces, and ultimately how these challenges can be overcome.

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