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How to hire the best team members by using what you learn from bad hiring experiences

How to hire the best team members by using what you learn from bad hiring experiences

The PF team

August 13, 2021

Hiring a new team member for your accounting firm who then doesn’t work out can feel like a very heavy weight. You’re frustrated and disappointed at the time you’ve wasted. You likely feel deflated, discouraged and nervous about the lasting impact this could have on you, your firm and your team. And it affects future

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traffic light wait signal

What do you do to prequalify a lead (so the best ones sign up and the worst ones go away)?

Karen Reyburn

January 14, 2021

You just got a new lead. Maybe even a few of them. How do you respond? YAY! New lead! They look great – this kind of company, this kind of enquiry, more profits for me, all is well!! Nope. Ugh – don’t like this lead, don’t want it, go away. Not another one!! We actually

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How to move onboarding from your head to an actual process

How to move onboarding from your head to an actual process

The PF team

December 18, 2020

So you’ve got an idea of your onboarding process and are excited to put it into action (if you don’t have one yet, check out our onboarding kit). Then you ask yourself, how do I get started? What pages and forms do I need? Will the process be manual or automated? The list goes on.

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