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…

» «
4 Ways for CPAs to Keep Their Clients Happy
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…

Read More »

Add Financial Planning To Increase Revenue and Retain Clients
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…

Read More »

CPAs: Help Your Clients Choose the Right Beneficiaries
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…

Read More »

CPAs Should Provide Estate Planning Services
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…

Read More »

Investment Advisory Services offered through John P. Dubots Capital Management, LLC, CA License # 0822926