CPA Resource Blog
4 Ways for CPAs to Keep Their Clients Happy
You probably envision yourself as dedicated, thorough, and meticulous; these are the ideal qualities of an accountant. But no matter how much of a perfectionist you may be, you know that keeping clients happy boils down to more than just balance sheets…
Add Financial Planning To Increase Revenue and Retain Clients
If there was one change you could make to your practice that would help you attract and retain clients, while also increasing your revenue, would you do it? It’s a classic two-birds-with-one-stone proposition. In most business situations, the opportunity to create widespread…
CPAs: Help Your Clients Choose the Right Beneficiaries
This time of year you will have direct contact with most of your clients, which gives you the perfect opportunity to remind them to review the beneficiaries on their accounts and policies. As a CPA, you play an important role in your…
CPAs Should Provide Estate Planning Services
As a CPA, you are more familiar with your clients’ financial lives than anyone else they know. You possess the knowledge and skills to help them make important decisions about their assets and futures. And yet, many CPAs aren’t providing estate planning…