Our Life Events guide helps when clients lose a spouse.
When a client’s spouse passes away, it’s rough. You feel terrible for their loss, and you want to help them sort out the financial tangle that’s often left behind.
That’s your job – to be there for your client when they need you most.
But you can’t always predict when life events will unfold. What if your client needs you in May, when you’re taking a well-deserved vacation? Or over a long holiday weekend?
Accounting websites with CPA Site Solutions allow you to be available for your clients 24/7/365. Our sites contain page after page of guides and FAQs designed to help your clients whenever they need it.
You serve existing clients far better with this high-quality content. And a well-served client – one you support in his hour of need – will never want to leave.
3,000 Pages of Financial Guides
Our financial guides cover 5 major areas:
• Tax Strategies for Businesses
• Tax Strategies for Individuals
Our guides are written by top-flight writers so you know you’re offering sound information.
Over 1,000 Frequently Asked Questions
A list of FAQs is an important resource for your clients. Sometimes it’s easier to skim a list of questions than to look for an answer you didn’t even know you wanted.
Our FAQs are divided into categories, such as Financial Planning, Life Events, Banking, and Taxes, among others.
On That Long Holiday Weekend…
On Labor Day weekend, when you were at the lake with your kids, your client Nancy needed you. Her husband had died the previous week, and after the shock had worn off a bit, she was ready to tackle the will, life insurance, mortgage, and everything else left behind. The only problem was, it was late on Sunday night.
Luckily, the last time you’d met, you mentioned the Financial Guides and FAQs, and urged her to use that resource whenever she needed it.
Nancy remembered that. When you got back to your office on Tuesday morning, you had an email from Nancy. Using your Financial Guides, she’d researched what papers to collect for various benefits and for finalizing the estate. She knew she needed to contact Social Security and she was hoping you could help her with that.
This Financial Guide, "Death of a Spouse: Financial Steps You Should Take," helps clients get organized in a time of confusion. (Click on the image to enlarge.)
In short, she used the Financial Guides to become informed about her situation. She still needed to talk to you – but she knew the questions to ask.
This was a great comfort to Nancy. She began to feel that she’d be able to make it on her own after all.
Of course, with you as her trusted advisor.
Complete Web Suite with Tons of Content
Accounting websites with CPA Site Solutions come loaded with Financial Guides, FAQs, financial calculators, Monthly Client Newsletter, and many other pages. Your clients have access to all this material anytime. It doesn’t take your place – it just enables clients to help themselves with the big picture, and come to you for the details.
If you’d like to take advantage of our Complete Web Suite – serving your clients better and turning them into raving fans – give us a try free for 60 days.
If you have any questions about the content on your site, call us at 1-800-896-4500, or email us at support@cpasitesolutions.com.
Do your clients use the Financial Guides or FAQs? What other content do your clients enjoy? What content is the most important on your site? Let us know in the box below.
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