{"id":50221,"date":"2016-11-05t05:00:44","date_gmt":"2016-11-05t09:00:44","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=50221"},"modified":"2016-11-28t10:51:43","modified_gmt":"2016-11-28t15:51:44","slug":"basic-budgeting-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/","title":{"rendered":"basic budgeting for clients"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-37976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg\" alt=\"couple meeting with investment advisor.\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>it may be time for a reality check. \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/em16hbstp\/\"><i>how to build a stronger tax practice<\/i><\/a><\/p>\n<p>assisting clients who need help with their spending is a valuable service.<\/p>\n<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2016\/10\/29\/investment-allocation-management\/\">guiding clients in investment allocation and management<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/22\/offering-second-marriage-assistance\/\">offering second marriage assistance<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/10\/need-start-financial-planning\/\">what you need to start a financial planning discussion<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/06\/tax-projections-how-and-why\/\">tax projections: how and why<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/09\/raise-client-awareness-services\/\">how to raise client awareness of services<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/#more-50221\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f11%2f05%2fbasic-budgeting-clients%2f&amp;t=basic+budgeting+for+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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href=\"mailto:?subject=cpa%20trendlines%20:%20basic%20budgeting%20for%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/\" title=\"email this: basic budgeting for clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-37976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg\" alt=\"couple meeting with investment advisor.\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>it may be time for a reality check. \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/em16hbstp\/\"><i>how to build a stronger tax practice<\/i><\/a><\/p>\n<p>assisting clients who need help with their spending is a valuable service.<\/p>\n<blockquote>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2016\/10\/29\/investment-allocation-management\/\">guiding clients in investment allocation and management<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/22\/offering-second-marriage-assistance\/\">offering second marriage assistance<\/a> | <a href=\"\/\/www.g005e.com\/2016\/09\/10\/need-start-financial-planning\/\">what you need to start a financial planning discussion<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/06\/tax-projections-how-and-why\/\">tax projections: how and why<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/09\/raise-client-awareness-services\/\">how to raise client awareness of services<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/#more-50221\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f11%2f05%2fbasic-budgeting-clients%2f&amp;t=basic+budgeting+for+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2016%2f11%2f05%2fbasic-budgeting-clients%2f&amp;title=basic+budgeting+for+clients&amp;summary=it+may+be+time+for+a+reality+check.+%c2%a0%c2%a0%c2%a0%c2%a0%c2%a0%c2%a0%c2%a0%c2%a0%c2%a0+%0d%0a%0d%0aby+ed+mendlowitz%0d%0ahow+to+build+a+stronger+tax+practice%0d%0a%0d%0aassisting+clients+who+need+help+with+their+spending+is+a+valuable+service.%0d%0amore+on+marketing%3a+guiding+clients+in+investment+allocation+and+management+%7c+offering+second+marriage+assistance+%7c+what+you+nee'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2016%2f11%2f05%2fbasic-budgeting-clients%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20basic%20budgeting%20for%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/\" title=\"email this: basic budgeting for clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120],"tags":[],"class_list":["post-50221","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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