Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.
Practice growth & client service
CPAs share their thoughts on how to help clients through changes in households.
CPAs are knowledgeable about their small business clients’ financial conditions and emotionally removed enough from the organizations to help business leaders see what they often would rather avoid.
Rule changes, deadline pressures, and ongoing processing problems with the Paycheck Protection Program are causing high levels of frustration and anxiety among many small businesses. This creates an opportunity for CPAs to provide calm guidance for stressed clients.
Experts offer advice on building solid relationships with others who can help you expand your networks.
CPAs from across the country discuss what they're looking forward, the skills and technology they'd like to master, and the business opportunities they think might be available.
Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.
This article suggests practices that can aid in creating an effective fraud-mitigation plan.
CPAs who work with small businesses offer tips for identifying predatory loans and steering clients away from them.
CPAs offer advice on how to retain and attract clients during difficult times.
Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.
Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.
As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.
CPAs can help families navigate the financial side of substance abuse.
Take care when providing clients with referrals to other professionals.
Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.
A growing opportunity for CPAs exists in cannabis-related business advising. Along with that comes risk on several fronts.
Make sure your messages are getting noticed and opened in clients’ inboxes.
CPA firms must be wary of clients’ imposing overly restrictive nondisclosure agreements as a precondition to engaging the firm to provide services.
Hope is one of the most valuable services a CPA can provide during challenging times.