Practice growth and client service

6 steps to a better busy season

CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.

Keep clients coming to you with PFP services

A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.

How to make clients love your firm

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.

Responding to the growing gig economy

More people are patching together their incomes with less-traditional contracting and freelance work. Learn more about this trend and how CPAs can play a role.

How to deal with last-minute clients

Dealing with clients who wait until the last minute to submit their information is a reality for most accounting firms. CPAs offer their best tips for helping procrastinators meet deadlines.

When choosing technology, put clients first

Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.

Business development tips to boost a firm’s reach

Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.

SPONSORED REPORT

2019 State of Financial Reporting Survey

We surveyed nearly 600 finance and accounting professionals on their month-end close and reporting processes. See the results.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.