Meet Bill Reeb, CPA/CITP, CGMA, the AICPA’s 2019–2020 chair.
April/May 2019 - Journal of Accountancy
- Magazine
- April/May 2019
Developing your own specialized niche practice
CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.
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.
How the ‘sandwich generation’ affects retirement
CPAs can help clients who are trying to save money while also dealing with shifting family demographics.
Avoid tax traps with a timely appraisal
New basis-consistency requirements make defensible valuations even more important.
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
