As an advisor to your clients one of the best ways that you can add value to them is to teach them some skills about making good financial decisions in their personal lives by giving them some easy-to-digest tips. Here are some tips via @mikeatintuit.
Teaching Your Tax Clients About Financial Fluency
In this article by Mike D’Avolio, CPA, JD, focus on advisory services and help your tax clients become financially fluent; topics include budgeting, managing debt, saving for college and more…accountantvip
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