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.
Practice growth & client service
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.
Best practices for serving NextGen buyers include providing insights, expertise, and advice, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.
This slideshow features 12 original vanity plates coined by CPAs nationwide.
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.
Firm owners and experts offer advice on tackling the challenges of launching a practice.
Explaining bad news in the right way can make you more valuable to both your client and your employer.
Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.
More people are patching together their incomes with less-traditional contracting and freelance work. Learn more about this trend and how CPAs can play a role.
This articles discusses ways to get the most out of your next business lunch or dinner.
Dealing with clients who wait until the last minute to submit their information is a reality for most accounting firms. CPAs offer their best tips for helping procrastinators meet deadlines.