Clients

Why Insurance Should Be Part of Financial Plans

Clients
financial planning

How the Pandemic has Changed Household Employment

Clients
Nanny playing with kids

How to Cut a Tax Bill in Half

Clients
tax bill

What Do I Do After I Use All My PPP Loan Money?

Clients
PPP loan

Making Sense of PPP Reporting

Clients
business loan

Why Your Clients Need a Financial Plan Now

Clients
financial planning

Accountants Can Advise Clients on Job Cuts

Clients
Job Help

Is Now the Time to Start Your Own Business?

Clients
self-employed

PPP Revamp Takes Center Stage

Clients
payroll

How Should Assets Be Handled After Death?

Clients
death in pandemic

Why Now is the Time to Review Clients' Finances

Clients
elderly couple speak with planner

How the PPP Loan Forgiveness Application Works

Clients
business loan

Why CPAs Are Needed in a Crisis

Clients
CPA Rescue

How Can Employers Plan to Keep Jobs?

Clients
job retention scheme

3 Ways to Learn About a Prospect's Accountant

Clients
get new clients

Is Now the Right Time to Refinance Your Mortgage?

Clients
refinance mortgage

What Accountants Can Do About Employee Theft

Clients
cash exchange

How Will My Clients Get Customers Back?

Clients
self-employed

Should You Charge Your Clients During the Crisis?

Clients
charge clients during pandemic

5 Errors Firms Make when Taking on New Clients

Clients
partnership

How CPAs Can Help With Loss Now

Clients
group consoles grieving woman

How CPAs Can Address HR Needs Now

Clients
human_resources_management_software

Advice on Changing EINs

Clients
board meeting

Advising Clients on Business Lines of Credit

Clients
lifeline

What CPAs Can Do for SMB Clients Now

Clients
Business Support

Should You Cash in Retirement Assets Now?

Clients
retirement account

Get Ready to Advise Clients During COVID-19

Clients
online call

Advising Clients on the SBA's EIDL

Clients
business loan

Advising Clients on IRS Stimulus Payments

Clients
hands exchanging stack of $100 bills

Why You Shouldn't Lower Your Rates Right Now

Clients
hand writing on a profit sheet and market forecast