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Tax advising for the high-net-worth client, part 1
It isn’t what you make. It’s what you keep. Tax planning is an integral part of your service offerings for high-net-worth (HNW) clients, typically someone who has at least $1 million in liquid assets....
View ArticleEnsure your clients have a financial safety net if a disaster strikes
After a natural disaster, having access to personal financial, insurance, medical, and other records can help people start the recovery process quickly. There are a few things taxpayers can do to help...
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The customers are always right
‘’The customer is always right.” This sentence draws such a visceral and polarizing reaction from just about everyone who hears it. For some, it is seen as a maxim for good business and positive...
View ArticleTax advising for the high-net-worth client, part 2
If you have high-net-worth (HNW) clients or want to make this segment a niche for your practice, you should become more familiar with the strategies include in part 1 of this article. In part 2, we’ll...
View ArticleHow are you thanking your clients for their business in 2021?
In many ways, 2021 has been a recovery year for many tax and accounting professionals, getting past the hurdles of helping their clients with stepped-up advisory services, and guidance on how to...
View ArticleChecklist for end-of-year activities with clients
As we march toward the end of another challenging year, the question remains if we are prepared for a glitch-free wrap of the business year. Along with tax and accounting, there are some tax,...
View ArticleWork less, make more, and be your client’s hero … all at the same time
What’s the secret in achieving your firm’s goals? Automate your workload, increase your advisory services, and strengthen your deliverables. Automation is a catalyst for efficiency and the gateway to...
View Article4 ways to improve client relationships (and grow referrals)
Relationships, relationships, relationships. Much like how location influences property value in real estate, solid relationships impact business success. Yes, you need solid marketing and effective...
View Article3 tips for communicating with clients before the 2022 tax season
For many tax and accounting firms, it can feel like each year’s tax season is never ending. With all of the tax law changes, government stimulus programs, and the changing needs of your clients, it’s...
View Article7 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 ArticleKey differences between a financial advisor and a tax advisor
As a CPA, many of my clients come to me for tax and accounting advice. Every now and then, I am asked what I think of their investment portfolio, and how they should be managing their stocks and bonds....
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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