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TAX
2021 tax software survey

2021 tax software survey

See how the brands compare in CPAs’ annual assessment of their tax preparation programs.

PRACTICE MANAGEMENT
10 billing myths that can undercut your value

10 billing myths that can undercut your value

Top-notch billing practices can help
CPAs ensure that they get paid an amount commensurate with the high-value, expertly delivered services they provide. Discounting and lowering fees put CPAs in jeopardy of being underpaid for their services.

ADVERTISING SUPPLEMENT
Lockhart Industries

Ask the expert: Client service

Greg Lockhart is the president of Lockhart Industries, a Dallas-based leader in custom branding, graphic design, and fine imprinting for America’s top financial firms.

SPONSORED REPORT

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.