Clients

Clients

What's the Best State to Die In?

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best states to die
CPA

A “New Incentive” Investing in an Opportunity Zone

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Clients

Helping Clients Plan for a Wedding

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wedding financial planning
Clients

Managing Your Clients' Cash Flow

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Cash flow management for businesses
Clients

Making a Business Fraud Proof

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prevent fraud
Clients

Offering Guidance on Investment Income

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Investment Advice
Clients

Signs Clients Have Outgrown Their Accountants

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new accountant
Clients

How to Assess a Client's Risk of Being Defrauded

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assess risk of fraud
Clients

How Behavioral Economics Can Land New Clients

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people talking in an office
Clients

How to Introduce Cash Flow to Non-Profits

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non-profit cash flow management
Clients

How to Connect with Your Audience

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make presentations more engaging
Clients

Help Clients Avoid Billing Fraud

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employee fraud
Clients

When and How to Fire a Client

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business people give thumbs down
Clients

3 Accounting Mistakes in Cannabis Businesses

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cannabis section 280e
Clients

Preventing Elder Financial Abuse

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prevent elder financial abuse
Clients

Where Should Clients Retire?

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best places to retire
Clients

Stopping Employees from Committing Fraud

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employee fraud
Clients

How Can Accountants Assist with Windfalls?

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Manage a windfall
Clients

When Should You Consider Business Valuation?

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consulting
Bookkeeping

The Reality of Advisory Services

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Clients

How to Advise SMBs on International Payments

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man with hands under global map
Clients
Sponsored

How to Make Tax File Sharing More Efficient

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tigta filings
Clients

How to Prevent Cyber Fraud

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preventing cyber fraud
Clients

How to Get Feedback from Clients

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how to get client feedback
Clients

Correcting Errors on a 1099

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how to correct mistakes
Clients

When Clients Don't Tell You Everything

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when clients keep information from you
Clients

Why Cash Flow is a Bigger Issue for SMB Clients

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worried business man at desk
Clients

How Check Fraudsters Tamper With Success

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woman looking at financial docuents with magnifying glass
Clients

Building a Team to Avoid Payroll Fraud

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woman looking at financial docuents with magnifying glass
Clients

How to Spot and Prevent Cash Skimming

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Learn how to fight fraud
Clients

3 Ways to Create a Great Client Experience

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It's wise to ask for client referrals
Clients

How to Prepare Real Estate Clients for Tax Season

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help real estate clients prepare for tax season

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