3 ways to mitigate risk during busy season
This article suggests ideas that can help reduce errors and ensure client expectations are met.
Practice growth and client service
3 truths and 12 responses to drive change
This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.
Bring more value to your clients with charitable planning
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
CPA vanity license plates that will make you smile
We tapped accountants in a dozen states to find out why they chose vanity license plates for their vehicles, which clever words or numbers (or both) they chose, and what kind of responses they’ve received from colleagues and others.
Could this simple proposal help boost retirement savings?
Auto portability could help prevent retirement account leakage when workers change jobs.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
Why are we still auditing on-site?
This article explores reasons for remote auditing.
The cities and states with the most robots
Automation is concentrated only in some areas of the nation, and only in some sectors.
How CPAs can work more closely with female clients
Experts shared their thoughts about how CPAs can build closer working relationships with their female clients.
Why firms shouldn’t just pay CPAs based on their billable hours
Many CPA firms are making a concerted effort to get partners working in areas that play to their strengths—and compensate them for those tasks.
The secrets to opening a new CPA office
Blake Christian, a tax partner with HCVT, drops in to reveal the secrets he’s learned from opening several new offices over the years.
How artificial intelligence is changing accounting
Capable accountants will be needed to oversee and use advanced technology.
How to engage next-generation clients
This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.
Managing retail challenges
CPAs can use these strategies to help their brick-and-mortar clients.
Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
How to future-proof your firm’s marketing
Discover the 5 keys to helping your firm stand apart from the competition.
What CPAs need to do to survive the automation revolution
While jobs do disappear with the advent of new technology, new jobs sprout up with them.
Why some CPAs bring their dogs to the office
Dogs can add stress relief, joy, and companionship at work.
CPA firms: Create a niche practice serving the emerging gig economy
As entrepreneurial workers increasingly embrace the autonomy and flexibility of performing as independent contractors, they need CPA firms to help them with taxes, accounting services and other business needs.
Good clients, bad clients: How to manage them all
Success starts with honing in on a firm’s “sweet spot” in terms of services provided, and identifying the firm’s best (and worst) clients.
