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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

We highly recommend QuickBooks® Checking to our business clients since they’re already using QuickBooks Online. If your client struggles to make large one-time contributions, help them to budget for smaller contributions based on how they earn income. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional.

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10 Financial Challenges of Being a Solopreneur

Ronika Khanna CPA,CA

This includes basic tasks like bookkeeping, interpreting financial statements, and making informed financial decisions. Solution : Invest in basic accounting and bookkeeping courses, or use intuitive accounting software tailored for small businesses, like QuickBooks or Xero.