by 卡塔尔世界杯常规比赛时间 research

after helping a tax client prepare a return, an accountant has a good idea of the client’s financial situation. this is the time to offer the client additional services outside of tax prep.

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here are 10 general areas where people might need assistance.

1. financial planning: older clients need retirement planning. younger couples with children need advice on education savings planning. higher-income clients (and to some extent others) need estate planning and wealth transfer strategies.
2. business consulting: clients who own or want to start a business, no matter how small, might appreciate constructive advice on business formation, structuring, performance improvement and long-term growth strategies.
3. bookkeeping and accounting services: if your tax client’s finances seems to be poorly organized, day-to-day bookkeeping for businesses or individuals will make next year’s tax season easier for both of you. small business owners might need not only general ledger maintenance but payroll processing contract reporting compliance.
4. audit and assurance services: if a client has trusted you with a business tax return, they might be interested in financial statement audits, internal audits and compliance audits for grants or contracts.
5. risk management: owners of small companies may not realize the importance of fraud prevention and detection, internal control evaluations, and cybersecurity assessments.
6. financial statement preparation: as small companies grow, owners may need to know more about compilations and reviews of financial statements, cash flow analysis and forecasting, and budget preparation and variance analysis.
7. business valuation: let business owners know you can help with valuation for mergers, acquisitions, litigation support in valuation disputes, or intangible asset valuation.
8. debt and credit management: if a business or individual tax return reveals financial difficulties, offer the client debt restructuring assistance, loan application support and credit risk assessment.
9. succession planning: a financially astute tax preparer can help with exit strategies for business owners, leadership transition planning, and guidance on selling or transferring business ownership.
10. technology and systems consulting: every small business needs input on implementing accounting software and systems, enterprise resource planning software selection and setup, and automation of financial processes.

most businesses are small businesses, and many of them are growing faster than the owner can manage. often individual and business finances overlap. these clients need to know how you can help with year-round consultation.