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8Guides

Field notes
for working firms

Practical, sourced guides on using client calculators: when to hand a question to self-service, how to run the season, and how to stay compliant.

Practice growth (3)Tax season (2)Compliance (1)Client advisory (2)RSS
Oct 17Client advisory

Opening small-business advisory work with calculators

How CPA firms, bookkeepers and fractional CFOs can use break-even, margin, cash flow and valuation calculators to start paid advisory engagements.

2 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 16Practice growth

From calculator lead to engagement letter: a follow-up workflow

A step-by-step workflow for turning calculator requests into engagements: triage, the first reply, scoping, the fee conversation and the engagement letter.

2 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 15Practice growth

Where calculators belong on a firm website (and where they don't)

Placement guide for client calculators on CPA, EA and advisory firm websites: dedicated pages, service pages, launchers, portals and what helps search.

2 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 14Tax season

The paycheck checkup: a January and mid-year campaign for tax firms

Run a paycheck checkup campaign with a take-home pay calculator: who to email, what to say, and how to turn withholding questions into clients.

2 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 12Client advisory

RMD season outreach: a fourth-quarter playbook for advisers and CPAs

How to run fourth-quarter RMD outreach with a calculator: who to contact, what to send, and the planning conversations that follow before December 31.

3 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 10Compliance

Compliance for client calculators: what CPAs, EAs and advisers should check

How Circular 230, the AICPA Code, the SEC Marketing Rule, FINRA Rules 2210 and 2214 and IRC §7216 apply when a firm puts calculators on its website.

5 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 8Tax season

Tax-season lead capture: a month-by-month plan for your website

A January-to-October plan for tax firms: which calculators to feature, what to email and how to turn calculator requests into booked appointments.

3 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

Oct 6Practice growth

Client self-service: which questions to hand to a calculator, and which to keep

A practical framework for accounting and advisory firms deciding which client questions a website calculator should answer, and which need a professional.

4 min read · NumbersForClients Editorial Desk · Updated October 17, 2026

FAQ

About the guides

Showing 8 of 8

  • Who are these guides for?

    Owners and staff of US accounting and advisory firms using, or considering, client calculators.

  • Who writes them?

    Our editorial desk, from public IRS, SSA, SEC, FINRA and AICPA sources cited in each guide.

  • Are the guides advice?

    No, general information for firms.

  • How often do you publish?

    Around the tax calendar: before busy season, mid-year and before year-end.

  • Is there a feed?

    Yes, the RSS feed at /rss.xml, or subscribe to the newsletter.

  • Can we share a guide with our team?

    Yes, link to it.

  • Do guides get updated?

    Yes; each shows a last-updated date and sources.

  • Can we suggest a topic?

    Yes, through the contact page.

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