Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

June 1, 2022

Rogue behavior: Risks your CPA firm should avoid

Claim experience of the AICPA Professional Liability Insurance Program has demonstrated that rogue behavior, especially at the partner level, can lead to professional liability claims.

May 13, 2022

5 steps to managing client expectations

Great relationships with clients can be achieved and maintained by proactive communication practices.

May 12, 2022

A finance transformation case study, plus a news roundup

Two consulting company leaders explain the ins and outs of finance transformation and what they learned from a recent client example. Also, get caught up on news related to several CPA-centric topics.

April 1, 2022

8 insights from top-performing CAS practices

Choose both clients and software programs with an eye to efficiency and repeatability.

March 14, 2022

The role of accounting firms amid the crisis in Ukraine

The Russian invasion of Ukraine is taking place more than 4,000 miles from the United States, but the uncertainty and economic stress caused by the war means that business leaders need trusted advice and calm counsel. That’s where accountants can play a key role.

March 1, 2022

The legacy of the Paycheck Protection Program

Firms can build on the relationships with clients that
were bolstered during the pandemic.

February 17, 2022

PPP, ERC can lead to sustained business for CPA firms

Firms can turn the connections built doing work related to COVID-19 programs into long-term business opportunities.

February 8, 2022

What CAS practice leaders should focus on in 2022 and beyond

An accounting profession leader analyzes a recent benchmark survey on CAS practices and shares why talent management must be a focus area for firms in this podcast with transcript.

February 1, 2022

Attributes of top-performing firms revealed

MAP survey finds big differences in per partner revenue, profit, and compensation.

February 1, 2022

Ozlem Davis, CPA/CFF

Through outsourced CFO and controllership services, CPAs can provide entrepreneurs and small businesses with the support they need to succeed, according to Ozlem Davis, CPA/CFF.

February 1, 2022

Unresponsive clients pose a professional liability risk

In addition to creating unnecessary stress for CPAs, clients who fail to respond timely increase a CPA firm’s professional liability risk.

January 13, 2022

Does client feedback hold the secret to employee retention?

Firm leaders can use the data they gather from client feedback systems to streamline processes and reduce strain on staff.

December 16, 2021

ESG assurance opportunities likely to grow for CPA firms

Companies may need more rigorous assurance on environmental, social, and governance data as regulatory obligations emerge. CPA firms are poised to deliver.

December 10, 2021

Attributes of top-performing firms revealed

MAP survey finds big differences in revenue, profit, and owner compensation.

December 3, 2021

3 key points from the new ‘gold rush’ for intellectual property

Navigating complex deals in rapidly changing markets is a high-pressure challenge. Due diligence remains essential, and it may need to be conducted in a compressed time frame.

December 1, 2021

ESG offers growth opportunities for 2022

Focus on environmental, social, and governance issues is rising amid investor and regulator interest.

December 1, 2021

CAS practices see 20% growth

Respondents to a survey report higher net client fees per professional.

December 1, 2021

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.

December 1, 2021

Client continuance: A life vest for risky clients

Client continuance provides a firm with additional insights regarding the risk of an existing client so the firm may respond accordingly.

November 29, 2021

Use content marketing to bring in clients

By offering reliable and helpful information, potential clients may turn to you if they need accounting help in the future.

FROM THIS MONTH'S ISSUE

Tax season quick guide

Get ready for tax season with the JofA’s annual filing season quick guide, an easy-to-use compilation of dollar thresholds, tax tables, standard amounts, credits, and deductions. Download and print for quick reference this tax season.