Ozlem Davis, CPA/CFF
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
Attributes of top-performing firms revealed
MAP survey finds big differences in per partner revenue, profit, and compensation.
Does client feedback hold the secret to employee retention?
Firm leaders can use the data they gather from client feedback systems to streamline processes and reduce strain on staff.
ESG assurance opportunities likely to grow for CPA firms
Companies may need more rigorous assurance on environmental, social, and governance data as regulatory obligations emerge. CPA firms are poised to deliver.
Attributes of top-performing firms revealed
MAP survey finds big differences in revenue, profit, and owner compensation.
3 key points from the new ‘gold rush’ for intellectual property
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: A life vest for risky clients
Client continuance provides a firm with additional insights regarding the risk of an existing client so the firm may respond accordingly.
Amish Mehta, CPA
"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.
CAS practices see 20% growth
Respondents to a survey report higher net client fees per professional.
ESG offers growth opportunities for 2022
Focus on environmental, social, and governance issues is rising amid investor and regulator interest.
Use content marketing to bring in clients
By offering reliable and helpful information, potential clients may turn to you if they need accounting help in the future.
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.
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.
