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Downsizing your client base: A 9-step transition checklist
Friday, January 16, 2026 Intuit for Retirement

Downsizing your client base: A 9-step transition checklist

 If you’re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind.
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On-Demand Webinar
The Death of Busy Season?
Tuesday, November 25, 2025 QX Accounting Services

The Death of Busy Season?

 For many firms, busy season feels less like a cycle and more like a crisis. Staff are stretched thin, reviews pile up, and efficiency drops right when clients need you most. The old model? No longer works. This webinar unpacks how forward-thinking firms are rewriting the playbook. Read more here.
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