Benefits of Holistic Planning
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Let’s face it, as a CPA like it or not your clients think of you as in a lot of senses
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] Let’s face it, as a CPA like it or not your clients think of you as in a lot of senses
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] It’s tax season, so let me tell you a secret… No one has time! It’s always… “Not now I’m too busy”
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] CPAs and advisors can offer risk reviews as a way to add more value and deepen relationships with clients. This provides
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] According to an article in CPA Practice Advisor, 85% of business owners want their accountants to be more proactive. That means
[x_video_embed type=”16:9″][/x_video_embed] [Transcript] CPAs and advisors are frequently asked by their clients… Do I have the right insurance coverage? Are these limits correct? What