Client Articles

CPA Alliance
GMG offers our CPA Partners a seamless & turnkey solution to offer specialized tax services to their clients across the country. The benefit to our CPA ...
Wed, 19 Feb, 2020 at 2:51 PM
Feasibility Study, What is It and Why & When Does It Need to Be Done?
When performing a Cost Segregation study the first step in production is to conduct a Feasibility Study.   The Feasibility Study provides an analysis ...
Fri, 18 Mar, 2016 at 1:09 PM
Results Call, Why?
A results call is scheduled so that we can review the findings from any preliminary feasibility studies, reviews or audits that we have conducted on behalf ...
Fri, 18 Mar, 2016 at 12:59 PM
The 3 S's - Survey, Schedule, Sign
What are the three S's? Our Sales Process can be drilled down to three simple steps: Survey Schedule Sign ...
Thu, 10 Mar, 2016 at 1:54 PM
What Devices Can I Use the GMG Savings App On?
Downloading The App: The GMG Savings App is available by searching "GMG Savings App" in: Apple App Store Google Play Store ...
Thu, 10 Mar, 2016 at 1:22 PM
What to do on an Appointment?
The Three S's You Should Never Go Without One of the most common questions we receive is what to do on an appointment, or what works best when meeting...
Fri, 5 Oct, 2018 at 10:39 AM
How do I download leads from my Portal?
The leads in your Portal are not able to be downloaded in .csv or .xlsx format at this time.  The Portal is a full management system to keep all notes, acti...
Thu, 14 Dec, 2017 at 9:48 AM
How to Use Weekly Focus Activities
Each week we will have a different set of goals and tasks. We will be launching social media videos, social posts, emails, scripts, and more.   Your cli...
Thu, 11 Feb, 2021 at 9:06 AM
How Does a Client Activate Their Client Portal?
Each client has access to their Client Portal that will allow them to access their documents securely.  A Client may activate their Client Portal at anytime...
Tue, 26 May, 2020 at 2:44 PM
How Can I Run a Test or Demo Presentation Pro?
You may run a rest or demo Presentation Pro in your Portal.  Keep in mind, you should only follow the below is you are learning how to run Presentation Pro ...
Tue, 26 May, 2020 at 2:44 PM