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10 ways to save on accounting fees
Some of my clients pay only about half of my normal fee. Why? I spent some time analyzing my client list and my own behaviors, and came up with these ten observations of the clients who pay lower fees with my full support. While most accountants would likely say that it is a bad business…
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Nonprofit management: sometimes the preparer matters
For most individual and business filers, the identity of the IRS filing preparer has little consequence. Assuming the quality of information is the same, it makes no difference whether your tax return is self-prepared, prepared by a non-accredited preparer, or a CPA, EA or attorney. The most common deviation from that rule is with nonprofit…
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Ideal Client Profile (revisited)
An ideal client:1. Has strong W2 income and wants to reduce taxes and build wealth 2. Is open to expanding business ownership with the right management3. Is already knowledgeable about using investments and tax laws to gain financial advantages4. Has one level of management connection to accountant 5. Has aligned interests and values: a. Wants…