CPA Resource Blog

10 Ways CPAs Can Gain More Local Exposure

10 Ways CPAs Can Gain More Local Exposure

As a CPA, you often spend your days buried in tax forms and computer programs. It’s the work that best suits you, but it isn’t often conducive to networking and building your clientele. Assuming you have already joined the local chamber of…

CPAs: The Retirement Horizon is Changing for Your Clients

CPAs: The Retirement Horizon is Changing for Your Clients

As your clients enjoy longer, healthier lives, they can also anticipate a longer retirement. People are still retiring around the same age that they always have, but most retirees today can expect to live twenty or even thirty years after they stop…

4 Surprising Ways Life Insurance Can Serve Your Clients

4 Surprising Ways Life Insurance Can Serve Your Clients

Your clients probably think of life insurance as a safety net for their income. If the primary breadwinner dies, life insurance can replace the wages they would have earned, therefore protecting the family. As a CPA, you might not be too concerned…

CPAs: Don’t Let Your Clients Put Their Lives on Hold

CPAs: Don’t Let Your Clients Put Their Lives on Hold

A recent study by the AICPA uncovered the depth to which our finances tend to influence other aspects of our lives. Alarmingly, 51 percent of survey respondents said that in the past year, they have put off major life decisions for financial reasons….

CPAs Should Evaluate Clients’ Life Insurance Policies

CPAs Should Evaluate Clients’ Life Insurance Policies

As your clients’ most trusted advisor, they may turn to you for advice on all of their financial dealings. When it comes to your their life insurance portfolios, you should be aware of some important changes in the industry that may impact…

CPAs: Marketing in a Digital Age

CPAs: Marketing in a Digital Age

It’s fairly obvious that the internet has changed the way we interact with the world, access new information, and make important decisions. Many CPA firms today struggle with integrating current digital marketing trends into their practice. While potential clients are moving forward…

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Ordinary CPA vs Trusted Advisor: What’s the Difference?
Ordinary CPA vs Trusted Advisor: What’s the Difference?

In his original article published in the Rochester Business Journal (January, 2008), Thomas Bonadio recalls his early days in his career as a CPA. Describing his limited duties, Bonadio says, “We conducted audits and other types of financial reviews. We prepared taxes….

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Attention CPAs:  Retain Clients and Increase Revenue
Attention CPAs: Retain Clients and Increase Revenue

Aging Baby Boomers are driving a greater demand for financial planning services, as they seek out resources to help them plan for retirement and manage their tax burden. As this generation ages into retirement, the need to integrate retirement, tax, estate, and…

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6 Last-Minute Tax Tips for Your Clients
6 Last-Minute Tax Tips for Your Clients

As a CPA, your practice is about to be in full swing as tax season gets underway. As you know, there are still some strategies your clients can utilize to lower their overall tax bill, or at least ease the pain of…

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How CPAs Can Leverage Social Media
How CPAs Can Leverage Social Media

Is your CPA firm using social media? Contrary to what you may believe, the answer may not be as simple as just “yes” or “no”. In fact, better question might be, Is your firm using social media effectively? According to a recent…

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