Clients

gradyreese_iStockPhoto
Clients
May 8th 2019

Small Firm's Guide to Technology Advisory Services

Shipyard
Clients
May 6th 2019

Supporting Clients with Overseas Suppliers

managing extra cash
Clients
May 6th 2019

9 Things to Do with Extra Cash

cash exchange
Clients
May 2nd 2019

How to Provide Counsel on Carry Back Notes

cannabis plant
Clients
May 1st 2019

How Accountants Are Helping Their Cannabis Clients

best states to die
Clients
May 1st 2019

What's the Best State to Die In?

Apr 25th 2019
Blog

A “New Incentive” Investing in an Opportunity Zone

By
Craig W. Smalley, EA
Founder/CEO
CPA
wedding financial planning
Clients
Apr 23rd 2019

Helping Clients Plan for a Wedding

Cash flow management for businesses
Clients
Apr 18th 2019

Managing Your Clients' Cash Flow

prevent fraud
The Weekly Fraud Fighter
Clients
Apr 17th 2019

Making a Business Fraud Proof

Investment Advice
Clients
Apr 16th 2019
1 comment

Offering Guidance on Investment Income

new accountant
Clients
Apr 11th 2019

Signs Clients Have Outgrown Their Accountants

assess risk of fraud
The Weekly Fraud Fighter
Clients
Apr 8th 2019

How to Assess a Client's Risk of Being Defrauded

people talking in an office
Clients
Apr 2nd 2019

How Behavioral Economics Can Land New Clients

non-profit cash flow management
Clients
Apr 1st 2019

How to Introduce Cash Flow to Non-Profits

make presentations more engaging
Clients
Mar 26th 2019

How to Connect with Your Audience

employee fraud
The Weekly Fraud Fighter
Clients
Mar 19th 2019

Help Clients Avoid Billing Fraud

business people give thumbs down
Clients
Mar 18th 2019
1 comment

When and How to Fire a Client

cannabis section 280e
Clients
Mar 13th 2019

3 Accounting Mistakes in the Cannabis Industry

prevent elder financial abuse
Clients
Mar 8th 2019

Preventing Elder Financial Abuse

best places to retire
Clients
Mar 8th 2019

Where Should Clients Retire?

employee fraud
The Weekly Fraud Fighter
Clients
Mar 8th 2019

Stopping Employees from Committing Fraud