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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Business - Accounting Industry
Bringing Financial Statements to Life for the Small Business Owner
Financial statements are the ubiquitous staple of running a business, big or small. Unfortunately, for many small business owners financials often turn into a once-a-year check-the-box exercise for taxes or a business loan.
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Business - Accounting Industry
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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Business - Accounting Industry
Estate Planning and the CPA
CPAs may have the technical knowledge to guide clients through the estate planning conversation, but the emotional side of the conversation has many professionals stumped.
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Business - Accounting Industry
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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Business - Accounting Industry
Using Social Media to Build Authority
With effort and discipline, accountants can use their online platforms to drive website traffic, build trust with clients and peers, and attract more referrals.
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Business - Accounting Industry
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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Business - Accounting Industry
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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Business - Accounting Industry
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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Business - Accounting Industry
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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