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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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Guide
The $50 Billion Profit Heist No One Is Auditing
Monday, October 20, 2025 VeriFee

The $50 Billion Profit Heist No One Is Auditing

 Businesses lose billions in hidden credit card fees every year. Download this free guide to uncover the truth behind these charges and learn how CPAs can help clients reclaim profits and earn new advisory revenue.
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