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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.

What to expect in 2020

CPAs are likely to proceed with caution next year amid unpredictable external forces. But technological innovation seems certain to continue its forward march.

5 steps to a successful sale

Fentress Seagroves, deals partner for the U.S. with PwC, outlines the steps business owners can take to ensure a successful transition and discusses the many ways CPAs can support them during this process.

Mary Elliott, CPA

Developing a specialty can help a CPA provide maximum value to clients, according to Mary Elliott, CPA, the CEO of Warren Averett in Birmingham, Ala.

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.

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How to protect nonprofits from hidden fraud risks

CPAs can help not-for-profits spot the red flags of common schemes, so they can take steps to tighten controls and reduce exposure.