Resource Articles
Our Resource Center provides education on personal and business financial topics, information on online security and fraud prevention, and articles from leaders at Sunflower Bank.
For more resources, check out our Financial Glossary
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Managing Inventory: Lower Operating Costs "Just In Time"
Most companies need at least some inventory on hand to ensure products are readily available.
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The Challenges and Opportunities in Multi-Generational Planning
Through continuous education and practice, combined with constructive leadership by example, people can absorb the basics of good money habits. Whether the focus of the conversation is on saving, preventing debt, or giving back to the community, the ultimate goal should be to raise self-reliant and productive individuals.
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Using Tax Preparation to Expand Your Practice
Some accounting firms view tax preparation as an integral part of their offering, while others make a strategic decision to refer clients out for tax preparation work.
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Evaluating Tax Preparation Software
Efficiency and accuracy are critical to accounting businesses of all sizes. As you position your practice for growth, choosing the right tax preparation software is an important step toward making your business scalable.
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Converting Your Tax Clients into Personal Financial Planning Clients
Every successful CPA has accumulated a list of clients that grant an abundance of financial planning opportunities. Most CPAs have seen clients ask for their opinion on how much they need to save for a secure retirement or how to set up a budget. Both topics are outside the traditional tax realm but well within what a financial planner would do.
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Personal Financial Planning: A Golden Opportunity for CPAs
Many CPAs have found financial planning to be an effective path to providing holistic client service and smoothing out seasonal revenue spikes and troughs that are natural for a tax practice.
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What Clients Want from a Financial Advisor
What clients want from their financial advisors varies significantly based on their individual financial and life circumstances. In a relationship business model for financial advice, there are some common threads among the most in-demand providers.
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The Dawn of Professional Collaboration
Referrals are the holy grail of the advisory business. Everyone wants them, and the most successful advisors and planners get the majority of their new business generated through referrals.
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How to Form a Successful CPA - Financial Advisor Alliance
A successful alliance between a CPA and a financial advisor can become a reliable source of great referrals.
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