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.
Practice growth & client service
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.
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.
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.
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.
Graylin Smith, CPA, CGMA
Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.
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.
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.
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.
Find value in letting clients go
CPAs explain their approach to evaluating and parting ways with some clients.
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.
