Risk Review Shows Value Added

Risk Review Shows Value Added

[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

Read More »
cpa challenges

Challenges CPAs Face

[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

Read More »
be hero, offer a risk review

Be a Hero, Offer a Risk Review

[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

Read More »
year end pension sales

Year-End Pensions Sales

[x_video_embed type=”16:9″][/x_video_embed]   [Transcript] It’s the end of the year and CPAs and advisors are talking to their business clients about year-end tax strategies. One

Read More »