Finding out how clients found your firm can help you develop strategies to ensure your firm remains an attractive option.
Practice growth & client service
This article discusses steps that could help CPAs turn the tables and come through in a strong position during a challenging negotiation.
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.
This one-stop guide includes common engagement letter questions and resources to help answer them.
Merger-and-acquisition activity for CPA firms is surging in 2021 after dropping in 2020 due to the COVID-19 pandemic, Joel Sinkin, president of Transition Advisors LLC said in a session at AICPA & CIMA ENGAGE 2021.
Many resources are now available to help firms launch CAS practices. CAS experts and firm leaders who’ve taken the plunge share their best advice for getting started.
The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.
Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.
CPAs and restaurant owners have worked together closely to overcome the devastating consequences of the coronavirus pandemic. Bill Pirolli, CPA/CFF/PFS, CGMA, and Brian Casey, who are Rhode Island natives and chair their respective association boards, endeavor to help the industry recover.
CPAs explain their approach to evaluating and parting ways with some clients.
Even seemingly benign requests made of CPAs can raise professional liability risk. Follow this evaluation framework to help understand and manage risk related to requests.
Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.
CPAs share their thoughts on how to help clients through changes in households.
CPAs are knowledgeable about their small business clients’ financial conditions and emotionally removed enough from the organizations to help business leaders see what they often would rather avoid.
Rule changes, deadline pressures, and ongoing processing problems with the Paycheck Protection Program are causing high levels of frustration and anxiety among many small businesses. This creates an opportunity for CPAs to provide calm guidance for stressed clients.
Experts offer advice on building solid relationships with others who can help you expand your networks.
CPAs from across the country discuss what they're looking forward, the skills and technology they'd like to master, and the business opportunities they think might be available.
Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.
This article suggests practices that can aid in creating an effective fraud-mitigation plan.
CPAs who work with small businesses offer tips for identifying predatory loans and steering clients away from them.