AICPA J. Accountancy: 5 Steps for Advising Clients During COVID-19 Crisis (April 8, 2020)

Samantha Mansfield & Jennifer Wilson, have published their article, 5 Steps for Advising Clients During COVID-19 Crisis, in the AICPA Journal of Accountancy. The five steps they discuss in depth are the following:

1. Prioritize your outreach
2. Organize your outreach team
3. Plan the call
4. Courageously raise issues and ideas
5. Recap and follow up

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

To see full article, click AICPA J. Accountancy: 5 Steps for Advising Clients During COVID-19 Crisis (April 8, 2020).