Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial
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A Single Idea to Save Your Clients Thousands This Year
Having just one powerful idea that saves your clients LOTS of money each year can give you the value you need to charge premium fees.
How Much Are You Saving Your Tax Clients Each Year?
Do you know how much you are saving your clients each year on average? Is it close to $33,125 each year? Your clients can take
21 Day Challenge Day 2
Getting to a new place in your business is not unlike traveling to a physical location. Having a roadmap makes your trip much easier. Here’s
Social Security Benefit Questions
I want to thank CPA Academy for inviting me to share my knowledge of Social Security benefits with their community. During the webinar the participants brought
How Can You Prevent Clients from Getting Upset When Charging Premium Fees?
Looking to grow your CPA Business? We help tax professionals and financial advisors develop tax planning expertise so they can get paid what they are
Staff Bleeding You Dry??
The problem today is it seems nearly impossible to find and retain qualified, irreplaceable staff to actually HELP you in your business. Since it is
Paperless Office
I must admit, when it comes to a paperless office – I’m the worst offender. There’s something about touching, highlighting, creating dogears, and flipping the
Opting Out of Obamacare
Certified Tax Coach Q & A: Opting Out of Obamacare What about employees who may be covered under a spouse’s plan, is there still a
Group Health Insurance for Small Groups
Q: Should we assume it will be difficult to get group health insurance for small groups as it is now? A: My personal opinion on
How to Use Value Billing
Tips for Value Billing At what point do you decide how much to charge clients and prospects under value billing in your scenario, and at