Practice growth & client service

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.

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.

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.

Graylin Smith, CPA, CGMA

Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.

Restaurant industry recovery aided by CPAs, 2 leaders with longtime ties

CPAs and restaurant owners have worked together closely to overcome the devastating consequences of the coronavirus pandemic. Bill Pirolli, CPA/CFF/PFS, CGMA, and Brian Casey, who are Rhode Island natives and chair their respective association boards, endeavor to help the industry recover.

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.