Clients

Clients

Don't miss the best in independent strategic advice for running a great practice.  Subscribe now and receive a hand-picked selection of our best content in our newsletter.

Why Now is the Time to Review Clients' Finances

Clients
elderly couple speak with planner

How the PPP Loan Forgiveness Application Works

Clients
business loan

Why CPAs Are Needed in a Crisis

Clients
CPA Rescue

How Can Employers Plan to Keep Jobs?

Clients
job retention scheme

3 Ways to Learn About a Prospect's Accountant

Clients
get new clients

Is Now the Right Time to Refinance Your Mortgage?

Clients
refinance mortgage

What Accountants Can Do About Employee Theft

Clients
cash exchange

How Will My Clients Get Customers Back?

Clients
self-employed

Should You Charge Your Clients During the Crisis?

Clients
charge clients during pandemic

5 Errors Firms Make when Taking on New Clients

Clients
partnership

How CPAs Can Help With Loss Now

Clients
group consoles grieving woman

How CPAs Can Address HR Needs Now

Clients
human_resources_management_software

Advice on Changing EINs

Clients
board meeting
Guide of the Week

Win $250 in Our Practice Management Tools Survey

No two firms are run in the same way, and different tools suit different approaches more than others. Tell us how you use Practice Management tools in your firm in our exclusive survey.
Take the Survey

Trending

Identifying Duplicate Values in an Excel List

From time to time, you may need to identify duplicate values with a list in Excel. Modern versions, including Excel 2007 and later, provide this...

Excel
solution_tech

At Long Last, E-Filing for Amended Returns

IRS
installment agreements IRS

5 Ways to Duplicate Worksheets in Excel

Excel
Spreadsheets and graphs on a desk

How to Convert Text-Based Numbers to Values

Excel
computertype_baona

Advising Clients on Business Lines of Credit

Clients
lifeline

What CPAs Can Do for SMB Clients Now

Clients
Business Support

Should You Cash in Retirement Assets Now?

Clients
retirement account

Get Ready to Advise Clients During COVID-19

Clients
online call

Advising Clients on the SBA's EIDL

Clients
business loan

Advising Clients on Their Stimulus Money

Clients
hands exchanging stack of $100 bills

Why You Shouldn't Lower Your Rates Right Now

Clients
hand writing on a profit sheet and market forecast

How to Prepare Clients for COVID-19 Medical Bills

Clients
prepping for medical bills

Resources

How Much is Your Firm REALLY Worth?

As firms owners approach that point where they're thinking about selling, the question is often, "How much is my firm worth?"...

Guide
Sponsored
Guide cover

Four Steps to a Tax Advisory Business Model

Guide
Sponsored
Guide cover

Keeping Your Firm Operational During a Pandemic

Guide
Sponsored
Guide cover

Building an Actionable Cash Flow Forecast

Guide
Sponsored
Guide cover

Technology Changes to Supercharge Your Business

Guide
Sponsored
Technology super hero

Keep Your Company Afloat During the Pandemic

Clients
self-employed

Helping Clients Financially Survive COVID-19

Clients
cash flow

Properly Talking With Tax Clients Now

Clients
bookkeeping

How to Classify Your Client List During COVID-19

Clients
client

Are CPAs Ready to Advise on the SECURE Act?

Clients
Financial Advisor Talking To Senior Couple At Home

Why You Should Help Clients Plan for the Future

Clients
financial planning

Make Tax Filing Easier for Small Business Owners

Clients
man at desk covered in papers and post-its

Why You Should Still Do Marketing During Tax Time

Clients
team marketing meeting

Simple Tips for E-Commerce Accounting

Clients
Business man using calculator

How to Contact a Potential New Client

Clients
You should still meet with clients in person

Do Your Clients Get You?

Clients
Weighing Business

Why Retirees Should Plan Ahead

Clients
retirees