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Being responsive to clients

Prompt, effective responses to clients’ concerns are essential for firms and CPAs, who take pride in their reputation for service.

Theresa Richardson, CPA

Theresa Richardson, CPA, is a partner and the chief talent officer at WithumSmith+Brown. As chief talent officer, she reports directly to the firm’s CEO and oversees all aspects of talent.

Rethinking retention

Retention expert Chason Hecht says employee retention requires tapping into employees’ need for connectedness, challenge, and fulfillment.

GMLCPA: Cross-training

CEO and founder Gabrielle Luoma, CPA, CGMA, cross-trains her staff so they understand both their own and their co-workers’ roles.

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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.