Practice growth and client service

Biggest mistake firms make with NextGen

Accounting firms looking to connect with NextGen talent and clients need to learn about what they value and how they like to communicate, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.

The art of the client email

Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.

How to engage NextGen clients

The best way to engage NextGen clients is to get to know them and learn their needs and how they like to do business, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.

What makes NextGen clients different

NextGen clients are more likely than traditional clients to be searching for a virtual service or remote service model for accounting, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.

Dealing with disruption is not new for CPAs

Online tax preparation software disrupted the accounting marketplace by empowering people to do their own taxes. The lesson tax CPAs learned is that they had to provide a greater level of service, says Kimberly Ellison-Taylor, CPA, CGMA.

What to know before offering client accounting services

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.

5 steps for advising clients during COVID-19 crisis

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.

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.

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Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

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Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.