3,000 Pages of Business, Financial and Tax Guides

You get 3,000 pages of unbiased financial guidance reports written by top accounting professionals. Each report is specifically prepared to plant the seeds needed to generate additional client engagements.

These financial guides are designed to help your clients through business, investment and life transitions. The guides are organized in the following 6 categories.

I. Life Events
The Life Events Guides offer sound, expert advice on a variety of financial situations that your individual and business clients are likely to encounter over their lifetimes. The broad range of topics includes everything from "Getting Married" to "Improving Your Retirement." See an example of the Life Events Guides.

II. Business Strategies
The Business Strategies Guides provide valuable suggestions, including tax planning, on improving a client's business operations through every stage of the company's growth. See an example of the Business Strategies Guides.

III. Tax Strategies for Businesses
The Tax Strategies for Businesses Guides provide information on suggested tax-savings opportunities that business clients turn to you to implement. See an example of the Tax Strategies for Business Owners Guides.

IV. Tax Strategies for Individuals
The Tax Strategies for Individuals Guides provide information on suggested tax-savings opportunities that individuals turn to you to implement. See an example of the Tax Strategies for Individuals Guides.

V. Investment Strategies
The Investment Strategies Guides provide general, non-controversial information on the various forms of investments. There are no recommendations of specific investments so the articles are compliant with NASD regulations. See an example of the Investment Strategies Guides.

VI. Frequently Asked Questions (FAQ)
Clients greatly appreciate it when they can get their particular needs addressed quickly. The FAQ guides provide your clients with concise answers to over 1,000 frequently asked questions 24 hours a day, 7 days a week. See an example of the Frequently Asked Questions Section.

Content Tools

The "Print This Page" button makes printing and reading the articles "off-line" easy. It prints a well-formatted printer-friendly page with a footer that gives you credit for the article. Each page footer says... "Provided by (Your Accounting Firm Name, Address, and Phone Number)" So your contact information is always at their fingertips, no matter who reads the article.

Each article also has a Feedback Form where prospective clients can ask you questions about the article. Their questions are automatically emailed to you. All you need to do is reply. This dialog between you and your prospective client is a great ice-breaker that often leads to a new engagement.

The "Send this article to a friend" form helps you grow your client base by enabling visitors to easily recommend their friends and associates. So when their friends need an accountant they turn to you.

The "Also See..." section makes navigating through related articles a snap. It also helps your clients answer their basic questions and encourages them to come to you with more informed questions.

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