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

~ lsaret

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).

Published by lsaret

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