Best Practices / Coaching

CPA Alliance
CPA Alliance GMG offers our CPA Partners a seamless & turnkey solution to offer specialized tax services to their clients across the country. The ben...
Tue, 9 Jun, 2015 at 3:40 PM
Feasibility Study, What is It and Why & When Does It Need to Be Done?
When performing a Cost Segregation study the first step in production is to conduct a Feasibility Study.   The Feasibility Study provides an analysis ...
Fri, 18 Mar, 2016 at 1:09 PM
Results Call, Why?
A results call is scheduled so that we can review the findings from any preliminary feasibility studies, reviews or audits that we have conducted on behalf ...
Fri, 18 Mar, 2016 at 12:59 PM
The 3 S's - Survey, Schedule, Sign
What are the three S's? Our Sales Process can be drilled down to three simple steps: Survey Schedule Sign ...
Thu, 10 Mar, 2016 at 1:54 PM
What Devices Can I Use the GMG Savings App On?
Downloading The App: The GMG Savings App is available by searching "GMG Savings App" in: Apple App Store Google Play Store ...
Thu, 10 Mar, 2016 at 1:22 PM
What to do on an Appointment?
The Three S's You Should Never Go Without One of the most common questions we receive is what to do on an appointment, or what works best when meeting...
Fri, 5 Oct, 2018 at 10:39 AM
How do I download leads from my Portal?
The leads in your Portal are not able to be downloaded in .csv or .xlsx format at this time.  The Portal is a full management system to keep all notes, acti...
Thu, 14 Dec, 2017 at 9:48 AM
How to Use Daily Focus Activities
Daily Focus is designed to be a once per day hyper focused task delivering the most to your business success.  Below you you find step by step how to use t...
Tue, 6 Mar, 2018 at 11:38 AM
How to Use Daily Focus Activities
Daily Focus is designed to be a once per day hyper focused task delivering the most to your business success.  Below you will find step by step how to use ...
Wed, 9 Jan, 2019 at 10:09 AM
How to Use the Support Solutions Base
We have created a base of Support Solutions to help you along with using your system.  This base includes articles created for various topics and is ever gr...
Thu, 24 May, 2018 at 10:00 AM