Practice growth and client service

Tips for handling anxious clients

Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.

Focus on clients, and revenue will follow

Figuring out what clients want can be a challenge for any CPA firm. But if you’re diligent in seeking feedback and take the time to listen, you’ll discover more opportunities to provide revenue-producing services.

A CPA firm with Silicon Valley DNA

Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.

SPONSORED REPORT

Solving the lease accounting challenge

The challenges of the new lease accounting standard have been pervasive to say the least. In this free, independently-written report, you'll learn effective adoption strategies as well as resources for easing the transition to the new standard.