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Our content is always written to break down the complex accounting and business concepts in way that is meaningful and understandable to your clients. We work directly with certified public accountants to ensure accuracy. The following are summaries of three articles currently available within our content catalog. To receive a free article, simply fill out the form below.
The Importance of Employee Engagement
Although it might seem like an HR issue, employee engagement keeps businesses healthy and thriving with a committed workforce—something we see as a key part of success. Engaged employees are more productive, motivated, and loyal. But with the rise of a remote workforce and competitive salaries, how do small business owners create an environment that keeps employees engaged? Share this article with your business clients to help them rethink what an accounting firm can help them with.

A Quick Guide to Preparing for Tax Season
As tax season approaches, taxpayers may find themselves scrambling to organize their financial information. But with a tax season guide that covers all of the basics—like what to hold onto and what type of life changes clients need to tell their accountants—you can then supplement the article with firm-specific guidelines, such as instructions for contact and document sharing. Encourage clients to file early to avoid the end-of-season scramble and avoid any unnecessary delays or surprises.

Preparing for an IRS Audit
If you’ve ever had a client receive notice of an IRS audit, you know how panicked they may feel. Although they may be able to get their documentation together for tax season, how are their financials year-round? The best way for clients to prepare for an audit is by keeping their documentation accurate and up to date with internal controls and tests. With a guide on how to prepare for an audit, you can periodically remind clients of the importance of keeping current and also have a resource to supplement any guidance you give them.
