Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
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Recent blogs
Financial Planning For The Medical Profession
This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how to take their unique needs
10 steps for creating successful strategic alliances with professionals other than CPAs
This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these alliances with CPAs but now
Why You Need To Update Your Job Descriptions
Let’s take a look at job descriptions. Chances are you already have job descriptions for your team. If you don’t, it’s time to write those!
4 Ways to create a predictable referral system
If you were to ask a group of small business owners what their biggest challenge is, the majority of them would admit to struggling with
10 Questions to Ask During The Offseason
We did it! We survived another busy tax season! now onto the offseason! Things are finally winding down and you have hopefully just returned from
What To Do While You Wait on CPAs
You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can establish mutually-beneficial relationships with them.
3 Ways To Get More CPAs To Refer You
Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the
How To Avoid The Tax Season Hangover
If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff is exhausted. You’re exhausted. And
How To Make Your Relationships With CPAs Stronger
The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with the hope of being introduced
How To Eliminate The Rivalry With CPAs
Financial services companies have been competing with CPAs in the accounting and tax business for years. Many CPAs are or are in the process of