Client Relationships Advise Your Self-Employed Tax Clients on Financial Wellness Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Written by Intuit Accountants Team Modified Apr 10, 2019 1 min read Any time of the year, and especially just following the annual tax deadline, is a good time to help your self-employed tax clients better understand their personal finances. According to the 2019 Personal Finance Study conducted by QuickBooks® Self-Employed, one in three respondents admitted to always thinking about their personal finances, two in three said they think about personal finances at least once per day, and four out of five said they were financially motivated to become an entrepreneur. Survey results are included in a comprehensive article on the QuickBooks Resource Center. Topics covered include cash flow, credit scores, retirement and even healthcare coverage. Review the results of the study and consider how you can advise your self-employed clients to help improve their financial wellness. Check out the other articles about self-employed workers on the Intuit® ProConnect™ Tax Pro Center. Previous Post 6 Ways to Deal With Difficult Tax and Accounting Clients Next Post Creative approaches to problem solving Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn. More from Intuit Accountants Team Comments are closed. Browse Related Articles Advisory Services Modern marriage issues: Postnup agreements Tax Law and News One Big Beautiful Bill summary and tax changes Webinars AI: Boost Productivity & Client Relationships—July 14 Webinars Decedent, Gift, Estate, and Trust Taxation: July 31 Workflow tools Impact of CRM, portal, and PM software Tax Law and News Potential tax benefits for homeowners Practice Management 5 tips to prepare for the business extension deadline Practice Management “Deduct This! with Carrie and Lexi” podcast launches Webinars Automate & Secure Intuit Docs With SmartVault—July 22 Webinars Ethics for EAs and CPAs—Aug. 6