Trailblazer Guides are a series of marketing tools that can be purchased individually or as a bundle to get a conversation started with clients and keep it going. They include material that directly goes to the services that firms provide and more importantly, can provide, that clients may not be taking advantage of.


Ideal for firms looking to attract new clients, attain extra business from existing ones and show clients the range of areas that may benefit from their assistance.

Topics covered

101 Questions to Ask Your Accountant and How to Get the Most Out of Your Accountant.


Newsletters are available in PDF formats so that you can use the content however you wish. Place on your website, email, print in-house or have professionally printed.

Release dates