Client continuance provides a firm with additional insights regarding the risk of an existing client so the firm may respond accordingly.
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TOPICS
Firm practice management
Commemorating 100 years of Black CPAs and looking forward
The Black CPA Centennial celebration highlighted the inspiring stories of Black CPAs who broke through barriers and paved a path for others to join the accounting profession. Against the backdrop of the commemoration, work continues to be needed to improve recruiting, retention, and advancement of Black CPAs.
Use content marketing to bring in clients
By offering reliable and helpful information, potential clients may turn to you if they need accounting help in the future.
Career advice and RPA tips from CPA leaders
One CPA leader shares more on being a lifelong learner and the advice she gives to up-and-coming accountants; another leader explains some of the opportunities that firms have to automate certain processes and begin to offer more advisory services.
What it takes to become a top-performing CAS practice
Top-performing client advisory services practices are more likely to follow certain best practices, the CPA.com and AICPA PCPS CAS Benchmark Survey found.
Rethinking real estate: The benefits of workforce segmentation
Balancing business goals with employee experience can provide the best path forward as hybrid working becomes commonplace.
A bright future ahead for young CPAs
AICPA leaders highlight the profession’s opportunities for CPAs from diverse backgrounds.
Half-day Fridays: A workplace perk worth exploring
After closing the book on busy season, employees savor shorter workweeks.
Serving cannabis clients: Understand the risks
Practicing due diligence and understanding state and local laws are keys to success for firms that choose to engage with this industry.
Building DEI for the future profession
Both accomplished leaders and young professionals are among the many people working to advance the accounting profession’s diversity, equity, and inclusion efforts for the future. Read insights and experiences from DEI leaders as well as some 40 Under 40 Black CPA Award winners on how to expand Black CPA representation in the profession.
How risk allocation provisions can mitigate risk
Use of these terms in an engagement letter can help manage the defense and cost of a claim.
One firm’s succession planning success story
Hear or read advice from a CPA firm leader on how to approach succession planning the right way: Start early, identify candidates, and communicate clearly.
Hiring for culture: How to find the best staff for your firm
In this second part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, talks about interview questions to ask that can determine whether a job candidate will integrate well to your culture.
The 4 pillars of starting or growing a CAS practice
Learn about the reasons some CPA firms are separating themselves as CAS top performers and about the role technology plays in growing a CAS practice in this podcast with transcript.
What type of culture does your firm have?
In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in CPA firms, and ways you can tell which predominates in your firm.
Time has come for firms to cull clients
Accounting firms see many opportunities in the marketplace but with an already stretched workforce, they are struggling to find the capacity to take on new challenges.
CAS practices see 20% growth rate
Client advisory services practices saw a 20% growth rate in terms of net client fees per professional, according to the latest CPA.com & AICPA PCPS Client Advisory Services Benchmark Survey.
Private equity’s push into accounting
TowerBrook Capital Partners’ purchase of an ownership stake in EisnerAmper marked the first private-equity deal with a top 20 accounting firm. In a Q&A with the JofA, accounting firm consultant and M&A broker Allan D. Koltin discusses the mechanics of such a deal and the likelihood that there will be more PE forays into large accounting firms in the future.
Ask the expert: Surcharging
Dustin Hall is the director of CPACharge — an Austin, Texas-based company that specializes in payment processing solutions for accounting professionals.
Don’t get victimized by a cybercriminal
CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.
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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.
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