New Social Security Report Provides Great Consulting Opportunity

Beginning October 1, 1999, the Social Security Administration will automatically send out annual social security statements to every worker above age 25.

These redesigned statements will include all the same information as the ones you used to request from the Administration, but will be more concise and easier to read.

CONSULTING OPPORTUNITY!!! Every worker over age 25 will automatically receive his or her annual statement approximately 3 months before his birthday. Why not contact your clients 2 months before their birthday with an offer to sit down and help them in their annual financial plan?

And as long as you have their birthday in your database, send them a birthday card too . . .


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Upcoming CPE Webinars

Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.
Sep 9
In this session we'll discuss the types of technologies and their uses in a small accounting firm office.
Sep 11
This webcast will include discussions of commonly-applicable Clarified Auditing Standards for audits of non-public, non-governmental entities.
Sep 26
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.