6 Ways to Deal With Difficult Tax and Accounting Clients
Client service is the cornerstone of business. All of the business journals tell you that treating clients well will have them singing your praises, but treat them badly and your business will probably...
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Advise Your Self-Employed Tax Clients on Financial Wellness
Any time of the year, and especially just following the annual tax deadline, is a good time to help your self-employed tax clients better understand their personal finances. According to the 2019...
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Creative Approaches to Problem Solving
In our office, we say, “It’s not a problem; it’s an opportunity.” When issues arise, we take the time to evaluate the situation to determine the cause. Did we break an office rule, step around a...
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Why Innovation Will Attract More Clients to Your Practice
Given the increased automation of routine tax and accounting tasks, business owners are relying on accountants for mentorship, strategic planning and consulting, rather than just an occasional...
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How to Incorporate Bundled Services Into Your Firm
Many firms follow the traditional model of accepting clients in various industries through recommendations. Others provide clients with valuable services, along with business-related compliance...
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Resources to Educate Your Clients on Taxes and Finances
As you lean into advisory services, you may be looking for more ways to help educate your clients on their business and personal finances. The type of education you pass on to your clients will depend...
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Introducing Your Bundled Service Packages
Now that busy season has passed, it’s time to assess your firm’s workflow, the value you provide to clients and opportunities to improve. Some of the common challenges cited this season include...
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Tax Pros for Reel: How Do You Think Offering Advisory Services Provides...
Today’s tax practice is evolving from tax preparation to tax planning, and to be sure you are prepared for the future, you’ll want to know how adding advisory services to your firm benefits you and...
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Teaching Your Tax Clients About Financial Fluency
One of the best ways to add value and grow your advisory services is to teach your clients about financial literacy. According to a study done by Career Builder, almost four out of five workers live...
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Infographic: Imagine the Possibilities With Bundled Services
One of the tough choices that tax and accounting professionals need to make for their firms is how to structure their business model to help ensure profitability. Many pricing models exist for tax and...
View ArticleTips to Help Your Clients Save for the Future
According to a CNBC, the median American household has only $11,700 put away in savings and retirement accounts. With supersavers on one end of the spectrum and those who save next to nothing on the...
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Eric Ohlund on Adding Value for Tax Clients
In this interview at AICPA Engage 2019, Eric Ohlund, an independent consultant, discusses his strategies for growing a tax practice and adding value to his clients. For more on growing your tax and...
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Frank Lin, CPA, EA, MBA, on Growing His Clients’ Businesses
In this interview at AICPA Engage 2019, Frank Lin, CPA, EA, MBA, manager at JET Tax Service Inc., discusses his strategies on growing his clients’ businesses.
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Flipping the Switch on Advisory Services During Tax Season
If you want to grow your tax practice, expand your services and increase the difference you make with your clients, make sure you communicate your value to clients during tax season. Many clients may...
View ArticleCreative Ways to Keep Clients FOREVER
Do you sleep well at night knowing your clients are raving fans, or do you toss and turn wondering if you’ll lose the big fish to your competitors? I had plenty of sleepless nights running a...
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How Your Tax Clients Can Help You Be More Efficient
Clients often ask how we can work best together. I work best when I can be more efficient, but that often requires my clients to respect our processes and give me what we need. The more time I work on...
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Addressing Your Clients’ Future Needs With Proactive Tax Planning
Tax season is here, and the steady flow of clients that pass in front of us has commenced! Hopefully, at this point, your workflow is in place and your calendar is open for appointment setting. It’s...
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How to Advise Clients Regarding Extension Filing
If you prepare corporate returns, the filing deadline is March 16, 2020, and the April 15 deadline for filing individual returns isn’t far behind. This filing season is the most complex and unique,...
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Alejandra Matias, EA, on the Benefits of Bundled Services
Members of the Intuit® ProConnect Tax Customer Council provided insight into a variety of topics; in this video, Alejandra Matias, EA, of Taxes United, discusses how bundled services benefits her firm...
View Article12 tips to help business clients navigate the effects of the coronavirus
With all of us dealing with the effects of the new coronavirus and tax updates constantly in the news, our lives are anything but business as usual. Regardless, this is a time when your clients want to...
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