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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

Toss on the tax savings : Quantify for your client how increased pre-tax retirement contributions (401(k) and/or IRA) could decrease their overall tax liability. You can use a tool such as Intuit Tax Advisor to calculate the impact quickly and easily, and present it in an easy-to-understand format.

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How to get started as a virtual bookkeeper in 7 steps

5 Minute Bookkeeping

You could simply take some bookkeeping courses from there or consider online learning from other online schools. Step 2: QuickBooks Online training and certification. My software of choice is QuickBooks Online. QuickBooks Online or any similar program is your gateway to working with clients virtually.

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10 Financial Challenges of Being a Solopreneur

Ronika Khanna CPA,CA

In addition to all of this, solopreneurs often face specific accounting, tax, and finance challenges. This includes basic tasks like bookkeeping, interpreting financial statements, and making informed financial decisions. This simplifies tracking and makes tax preparation much easier.