Through outsourced CFO and controllership services, CPAs can provide entrepreneurs and small businesses with the support they need to succeed, according to Ozlem Davis, CPA/CFF.
Practice growth & client service
MAP survey finds big differences in per partner revenue, profit, and compensation.
Firm leaders can use the data they gather from client feedback systems to streamline processes and reduce strain on staff.
Companies may need more rigorous assurance on environmental, social, and governance data as regulatory obligations emerge. CPA firms are poised to deliver.
MAP survey finds big differences in revenue, profit, and owner compensation.
Navigating complex deals in rapidly changing markets is a high-pressure challenge. Due diligence remains essential, and it may need to be conducted in a compressed time frame.
Client continuance provides a firm with additional insights regarding the risk of an existing client so the firm may respond accordingly.
"I saw accounting wasn’t just about numbers — it was about getting to know different clients as well as their businesses and industries," says Amish Mehta, CPA.
Respondents to a survey report higher net client fees per professional.
Focus on environmental, social, and governance issues is rising amid investor and regulator interest.
By offering reliable and helpful information, potential clients may turn to you if they need accounting help in the future.
Top-performing client advisory services practices are more likely to follow certain best practices, the CPA.com and AICPA PCPS CAS Benchmark Survey found.
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.
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.
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.
Finding out how clients found your firm can help you develop strategies to ensure your firm remains an attractive option.
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.