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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Should CPAs Dump the Billable Hour?
Should CPAs Dump the Billable Hour?

As a CPA, one of your top priorities is your relationship with clients. Yet, bills and dollar signs can interfere with that relationship, because the focus shifts away from the work you do and onto your bottom line. As an answer to…

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CPAs: Ten Core Values Which Will Direct Your Future
CPAs: Ten Core Values Which Will Direct Your Future

In 2011, the AICPA released an in-depth report on the CPA profession. The CPA Horizons 2025 Report compiled input from over 75,000 CPAs, regulators, and thought leaders to create a detailed road map for the future. The report concluded that CPAs should…

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CPAs Should Protect Themselves with a Practice Continuation Agreement
CPAs Should Protect Themselves with a Practice Continuation Agreement

Every small business or sole practitioner needs a back-up plan in case of an emergency such as illness, disability, or death. This is especially true for CPAs, whose clients are financially dependent upon your services. All CPAs should protect themselves and their…

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Encourage Your Clients to Do Beneficiary Reviews
Encourage Your Clients to Do Beneficiary Reviews

Part of your role as a CPA is helping clients stay on top of all their financial matters. Taxes, life insurance policies, estate planning, retirement accounts, investments… It can all add up to a confusing maze for some of your clients. As…

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