Clients

Clients

Realistic Asset Drawdown Rates for Retirees

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drawdown rates
Clients

The Client That Would Not Stop Screaming

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Clients

What Do Wealthy Clients Worry About?

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TCJA high net worth clients
Accounting

Don’t Rush PPP Forgiveness Applications

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Clients

The Store That Had No Balance Sheet

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skeleton laying on laptop
Clients

Financial Reporting and a Lack of Perceived Value

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financial reports
Clients

Increasing Post Pandemic Cash Flow at Nonprofits

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nonprofits
Guide
Sponsored

Anatomy of a Pricing Conversation

Guide cover
Guide
Sponsored

How to Ensure Efficiency and Client Service

Guide cover
Clients

3 Ways to Handle Sexual Harassment from a Client

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stop harassment
Clients

Have Client Relationships Changed Since COVID?

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Consultation
Clients

Red Flags Clients are Living Beyond Their Means

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clients living beyond means
Clients

Stop Clients from Making Mistakes They Can’t Fix

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client mistakes
Clients

6 Smart Uses for Extra Cash

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save money during pandemic
Clients

Fraud in the PPP: How Did We Get Here?

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how to correct mistakes
Bookkeeping

More Thoughts on PPP Forgiveness

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Clients

How to Get Business Owners to Plan Ahead

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small business owners
Accounting

Re-Thinking Sales Strategies to Boost Client Base

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Clients

Lease Accounting Concessions and COVID-19

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lease
Clients

Internal Controls Clients Should Monitor

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prevent fraud
CPA

How to Standardize Your Client Meetings

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Clients

Why Joint Ownership is No Substitute for a Will

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best states to die
Clients

What is Your Post-COVID Growth Plan?

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Clients

How COVID-19 May Result in Financial Success

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Save clients money
Clients

How to Build Client Trust Post COVID-19

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Marketing tips for accountants
Clients

Leave No Lending Option Unturned for Clients

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Lending
Clients

5 Strategies to Offer a New Response to Discounts

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partnership
Clients

Help Clients’ Retirement Benefits Now

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concerned elderly couple in meeting
Clients

Have You Picked the Best Fee Structure?

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fee structure
Clients

Signs You Shouldn't Work With a Potential Client

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zoom meeting
Clients

Guide Your Clients Using Their Plan

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stock options tax
Clients

Why Estate Planning is Crucial for Every Client

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estate planning

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