Education and Engagement Tools
Resources to Help Educate your Client in the New Ways you Can Support Them
Odds are your clients are using your valuable consulting time to ask questions about the resources they need to run their business. Use these tools to turn their questions into additional, profitable areas of engagement.
Tools Information
Providing Incorporation Advice: A Virtual Tour
How does the accountant support a client on incorporation issues? See how this works in our 3 minute video.
Helping to Run the Business: A Virtual Tour
After your client's business is incorporated, there are additional areas where MyCorporation can support you in keeping business running smoothly. Find out more in our 3 minute video.
Accountant Incorporation Guide
Download this free, detailed Accountant Incorporation Guide that explains the main business structures available in plain language, using simple steps and checklists. A great tool for educating clients.
Sample Engagement Letter
To help you set the expectations of how you can help your clients in this area, we have provided a sample engagement letter.
Selecting the Right Entity Type – An Intuit Webcast for Accountants
Many small businesses look to their accountants to help them select the right entity – should they incorporate, file an S-Corp election, form an LLC? This webcast, from Intuit's Legal Director Deborah Sweeney, walks an accountant through the key decision points, and also discusses the models available for engaging clients in this arena, and growing a practice while doing so. View recorded webinar.
