The art of the client email
Make sure your messages are getting noticed and opened in clients’ inboxes.
Practice growth & client service
Responding to client requests for confidentiality
CPA firms must be wary of clients’ imposing overly restrictive nondisclosure agreements as a precondition to engaging the firm to provide services.
Talking through adversity
Hope is one of the most valuable services a CPA can provide during challenging times.
Remove roadblocks to CAS practice growth
Securing more buy-in for the CAS practice at the partner level and ensuring it is properly funded and staffed can help it take off.
Biggest mistake firms make with NextGen
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.
The art of the client email
Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.
How to engage NextGen clients
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.
What makes NextGen clients different
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.
How to have hard client conversations during a crisis
A four-step approach can help CPAs facilitate the difficult, often emotional conversations needed to help their clients find their way to calmer waters.
Dealing with disruption is not new for CPAs
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.
What to know before offering client accounting services
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.
5 steps for advising clients during COVID-19 crisis
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.
Keeping clients informed during the COVID-19 crisis
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.
CPAs support business owners during COVID-19 crisis
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.
What NextGen buyers want
Best practices for serving NextGen buyers include providing insights, expertise, and advice, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.
More fun CPA license plates
This slideshow features 12 original vanity plates coined by CPAs nationwide.
Onslaught of the tax procrastinators
Consider these ways to protect billable time while cultivating new clients.
How to win next-gen clients
Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.
Evolve your firm with these 12 questions
To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.
Getting ready for the big sit-down with clients
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.
