Get solid guidance from Andy Ibarra, CPA/PFS, EA, CFP, on how to advise your younger clients who want to invest in the stock market.
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How to help your clients apply for PPP loan forgiveness
Get timely advice form Andy Ibarra, CPA/PFS, EA, CFP, on how to streamline the PPP loan forgiveness application and process.
How to show your value to your clients
Jackie Meyer, CPA, CTC, demonstrates various ways you can show your value to your clients; the article includes a link to a downloadable ROI sheet.
The different stages of life through National Savings Day
Get ready to help your clients save more money with these tips from Brittany Westdyke, EA, in honor of National Savings Day.
7 steps to onboarding new clients to your firm
Making a great first impression is very important, especially when it involves a new tax or accounting client. Get seven timely and practical tips from Ian Vacin.
Advising clients on when it’s time to file bankruptcy
As your client’s trusted advisor, you have a unique perspective into their company’s long-term survival, so how do you know when it’s time for them to file bankruptcy? Get key, timely tips from Colin Horsford, CPA, MBA.
How to help your clients (and your firm) navigate a crisis
Get several timely tips from Ian Vacin on how to help your clients and firm weather COVID-19.
How to guide your clients who missed the tax deadline
Help your clients understand their tax liability and options for payment if they miss this year’s deadline for filing.
How has COVID-19 affected the restaurant and hospitality industry?
Learn how to help your restaurant and hospitality industry clients through this difficult time with timely advice from Bhairavi Parikh, CPA.
How to advise struggling business clients
Now is the time for advisory services and helping clients navigate the economic crisis. Jim Buffington, CPA, explains.
Breaking bad news: How to tell clients it’s time to close their businesses
How do you deliver bad news to your clients, such as discussing closing their business? In this timely article, find out with these practical tips from Fredric D. Leffler, CPA, MBA.
Pricing strategies for your firm during COVID-19
Nayo Carter-Grey, EA, offers a few alternative strategies for pricing to help your clients and keep your firm financially sound.