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.
Your clients expect more – and it’s up to you to deliver; Cassidy Jakovickas, CPA, tells you how making just a few simple changes leads to providing more high-value services.
Take the time to help your self-employed clients understand financial literacy. Here’s a link to an article summarizing the 2019 Personal Finance Study.
