Find out what leads clients to their CPA firms
Finding out how clients found your firm can help you develop strategies to ensure your firm remains an attractive option.
Practice growth & client service
How to negotiate from a disadvantage
This article discusses steps that could help CPAs turn the tables and come through in a strong position during a challenging negotiation.
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.
Frequently asked engagement letter questions
This one-stop guide includes common engagement letter questions and resources to help answer them.
M&A activity in accounting on the rebound in 2021, expert says
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.
7 tips for starting a client advisory services practice
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.
Energize your practice with a tax innovation challenge
The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.
Graylin Smith, CPA, CGMA
Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.
Restaurant industry recovery aided by CPAs, 2 leaders with longtime ties
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.
Find value in letting clients go
CPAs explain their approach to evaluating and parting ways with some clients.
An evaluation framework for responding to requests
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.
Use this formula to build trust with clients
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.
How CPAs can help clients combining households during the pandemic
CPAs share their thoughts on how to help clients through changes in households.
Broaching tough conversations with clients
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.
CPAs urged to be voice of calm in PPP storm
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.
7 tips to network strategically
Experts offer advice on building solid relationships with others who can help you expand your networks.
The year ahead: CPAs share their ambitions and goals
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.
Virtual accounting: How to succeed remotely
Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.
Developing a strong fraud-mitigation program
This article suggests practices that can aid in creating an effective fraud-mitigation plan.
Protecting small business clients from predatory loans
CPAs who work with small businesses offer tips for identifying predatory loans and steering clients away from them.
