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Accounting firms looking to connect with NextGen talent and clients need to learn about what they value and how they like to communicate, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.
The best way to engage NextGen clients is to get to know them and learn their needs and how they like to do business, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
NextGen clients are more likely than traditional clients to be searching for a virtual service or remote service model for accounting, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
A four-step approach can help CPAs facilitate the difficult, often emotional conversations needed to help their clients find their way to calmer waters.
Online tax preparation software disrupted the accounting marketplace by empowering people to do their own taxes. The lesson tax CPAs learned is that they had to provide a greater level of service, says Kimberly Ellison-Taylor, CPA, CGMA.
Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.
With the COVID-19 pandemic causing unprecedented economic turmoil, small businesses need financial guidance and expertise more than ever before. CPAs and firms can provide that assistance by following a five-step process.
Five CPA firms of different sizes outline their plans for staying in touch with clients during the pandemic and ensuring they get the vital information they need.
Accountants weigh in on what their business-owner clients are going through and how they’re providing a reassuring voice and pragmatic advice during a challenging time.
This slideshow features 12 original vanity plates coined by CPAs nationwide.
Best practices for serving NextGen buyers include providing insights, expertise, and advice, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.
Consider these ways to protect billable time while cultivating new clients.
Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.
To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.
Annual meetings are a prime way for accountants to glean information that can affect tax strategy or to let clients know about other beneficial firm offerings.
When firms experience growth, it can be a challenge figuring out how to respond to the demands that come along with it.
CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.
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.
Increases in outsourcing and cloud computing have led to clients’ need for CPA assurance on systems and controls.
SPONSORED REPORT
Scorecard preparation templates and tipsWith Workiva, we've created a PowerPoint deck that helps you create your own scorecards -- quick reference reports used across organizations to update stakeholders on the performance of defined deliverables.
100th ANNIVERSARY
Black CPA Centennial, 1921–2021With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.