Practice growth and client service

How to keep clients after an accounting practice sale

Client attrition is one of the biggest threats to the success of an accounting firm merger or sale. Buyers and sellers both have pivotal parts to play if they want to maximize the benefits and minimize the risks of the transition process.

Got a few challenging clients?

Here are some steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

The dangers of dabbling

Undertaking new, unfamiliar service offerings can elevate the risk of errors and professional liability claims.

Crowdfunding brings new opportunities for CPAs

The explosive growth of crowdfunding will allow CPAs to bring more value to businesses by auditing or reviewing their financials, advising them on taxes and best practices, and helping them minimize risk.

Succeeding with a narrow focus

Specializing and focusing on a narrow range of services can help CPAs and audit firms reduce training costs and risks.


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.