Practice growth & client service

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.

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.

6 steps to a better busy season

CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.

Keep clients coming to you with PFP services

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.

How to make clients love your firm

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.

Responding to the growing gig economy

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.

How to deal with last-minute clients

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.

SPONSORED REPORT

Get your clients ready for tax season

Upon its enactment in March, the American Rescue Plan Act (ARPA) introduced many new tax changes, some of which retroactively affected 2020 returns. Making the right moves now can help you mitigate any surprises heading into 2022.

100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.