7 useful tips tax professionals can use to improve client service
Most people may think accounting is purely about dollars and cents. Admittedly, much of a tax professional’s day-to-day tasks probably revolve around all-things financial, but there’s more to the job...
View ArticleShow clients how much value you bring
Expressing value can be uncomfortable for most accountants, mainly because we tie value to the amount of money we charge our customers and clients, and it relies on us bragging about our skills and...
View Article10 reasons for clients to move their brick-and-mortar businesses online (at...
It’s no secret that the internet has changed the way we do business. Not only are there more ways to shop and more things to choose from than ever before, but the opportunities (and pitfalls) for...
View ArticleBe a trusted advisor: Simple ways to start tracking your clients’ KPIs
Tracking your clients’ numbers and sending monthly reports isn’t enough. Yes, the numbers are an important tool for their business. But without any financial literacy, that data remains unopened. As...
View ArticleHow to talk to your clients about retirement
Do you find yourself daydreaming about retirement? How about your clients? Do they discuss their retirement plans with you? Many of us think about retiring, but we fail to adequately plan for it....
View Article15 marketing tools to retain your clients
Remember the old saying, “A bird in the hand is worth two in the bush?” It’s sometimes better to hold on to what we have instead of risking its loss to get something else. This holds true for our...
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Protection Plus: Peace of mind for notice resolutions
Filing taxes is a prospect that can make any taxpayer uncomfortable. Even with an accountant to help them, the possibility of hearing from the IRS audit can set anyone on edge. That’s why David K....
View ArticleHow to communicate large tax bills to your clients
As a CPA, EA, or tax preparer, busy season seems to get longer, more stressful, and more complicated every year. Many of you quietly bemoan your clients for procrastinating or being disorganized with...
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How to disengage clients right after tax season
You know some of your clients just.need.to.go, but you don’t know how to let go of them. Some are difficult to deal with, but you don’t have the words to disengage them graciously. Some clients are...
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I like it when my clients …
Whether it is just after busy season or any other time of the year, tax and accounting professionals like working with clients who take an active interest in their tax and financial matters. And...
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Handling complex client scenarios
Whether it’s tax season or another time of the year, if all you’re offering your clients is tax prep without an eye on tax advisory, you soon could find yourself at a loss to help clients work through...
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