Client Relationships Flipping the Switch on Advisory Services During Tax Season December 12, 2019 December 9, 2019 / Jim Buffington, CPA Tax season offers great opportunities to develop your advisory services; find out how to do that with these tips from Jim Buffington, CPA. Full Story
Client Relationships Frank Lin, CPA, EA, MBA, on Growing His Clients’ Businesses November 14, 2019 November 13, 2019 / Intuit ProConnect Team Learn how to help your tax clients grow their businesses in this interview with Frank Lin, CPA, EA, MBA. Full Story
Client Relationships Eric Ohlund on Adding Value for Tax Clients October 18, 2019 / Intuit ProConnect Team Find out how Eric Ohlund structures his practice to add value to his tax clients. Full Story
Client Relationships Tips to Help Your Clients Save for the Future October 11, 2019 / Mike D'Avolio, CPA, JD Help your tax clients save for the future with these practical tips. Full Story
Client Relationships Infographic: Imagine the Possibilities With Bundled Services September 23, 2019 / Jim Buffington, CPA Learn about the benefits of using the bundled services pricing model for your clients and your firm in this infographic. Full Story
Client Relationships Teaching Your Tax Clients About Financial Fluency August 1, 2019 July 31, 2019 / Mike D'Avolio, CPA, JD In this article by Mike D’Avolio, CPA, JD, focus on advisory services and help your tax clients become financially fluent; topics include budgeting, managing debt, saving for college and more. Full Story
Client Relationships Tax Pros for Reel: How Do You Think Offering Advisory Services Provides Additional Value to Your Clients? July 3, 2019 May 28, 2019 / Intuit ProConnect Team How will the addition of advisory services to your practice benefit you and your tax clients? Find out what your peers had to say in this short video. Full Story
Client Relationships Introducing Your Bundled Service Packages June 17, 2019 / Jim Buffington, CPA Get expert guidance on how to present a bundled service package to your clients. Full Story
Client Relationships Resources to Educate Your Clients on Taxes and Finances June 10, 2019 August 5, 2019 / Tara Stratton Get a list of websites, publications and other resources to educate your individual and small business clients on tax and finances. Full Story
Client Relationships How to Incorporate Bundled Services Into Your Firm May 29, 2019 August 9, 2019 / Andrea Parness, CPA, CTC Get several practical tips on how to transform your tax and accounting practice to offer bundled services. Full Story
