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A challenge is how a firm can satisfy the immediate needs of a client but also build a long-term relationship. It's important to remember that what often starts as a cold call can evolve into a strong professional partnership as well as a friendship.

By putting year-end planning protocols in place before the end of the year, CPAs will be able to guide their clients with real data in the coming year and beyond.

CPAs can play a vital role in empowering their local communities to better understand their budgets. Every CPA possesses a valuable skill set — often hiding in plain sight — that can lend insight into a local budget.

Accounting jobs offer many perks, such as the opportunity to help people and businesses, countless industries to work in, good pay and benefits and the flexibility to work from home.

The end of the year is an opportune time to revisit retirement plans and be strategic with tax, medicare and estate planning as well as understanding Social Security benefits. CPAs need to guide their clients through the maze.