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Clients

Why Insurance Should Be Part of Financial Plans

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financial planning
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How the Pandemic has Changed Household Employment

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Clients

How to Cut a Tax Bill in Half

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

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PPP loan
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Making Sense of PPP Reporting

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business loan
Clients

Why Your Clients Should Understand Finance Needs

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financial planning
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Accountants Can Advise Clients on Job Cuts

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Job Help
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Is Now the Time to Start Your Own Business?

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self-employed
Clients

PPP Revamp Takes Center Stage

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payroll
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Handling Assets After a COVID-19 Related Death

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death in pandemic
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Why Now is the Time to Review Clients' Finances

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Clients

How the PPP Loan Forgiveness Application Works

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business loan
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Why CPAs Are Needed in a Crisis

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CPA Rescue
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How Can Employers Plan to Keep Jobs?

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job retention scheme
Clients

3 Ways to Learn About a Prospect's Accountant

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get new clients
Clients

Is Now the Right Time to Refinance Your Mortgage?

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refinance mortgage
Clients

What Accountants Can Do About Employee Theft

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cash exchange
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How Will My Clients Get Customers Back?

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self-employed
Clients

Should You Charge Your Clients During the Crisis?

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charge clients during pandemic
Clients

5 Errors Firms Make When Taking on New Clients

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partnership
Clients

How CPAs Can Help With Loss Now

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group consoles grieving woman
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How CPAs Can Address HR Needs Now

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Advice on Changing EINs

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board meeting
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Advising Clients on Business Lines of Credit

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lifeline
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What CPAs Can Do for Small Business Clients Now

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Business Support
Clients

Should You Cash in Retirement Assets Now?

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retirement account
Clients

Get Ready to Advise Clients During COVID-19

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online call
Clients

Covid-19 Bookkeeping and the EIDL Application

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business loan
Clients

Advising Clients on IRS Stimulus Package Payments

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Clients

Why You Shouldn't Lower Your Rates Right Now

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Clients

How to Prepare Clients for COVID-19 Medical Bills

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prepping for medical bills
Clients

Keep Your Company Afloat During the Pandemic

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self-employed

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