Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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.

November 18, 2021

What it takes to become a top-performing CAS practice

Top-performing client advisory services practices are more likely to follow certain best practices, the CPA.com and AICPA PCPS CAS Benchmark Survey found.

October 21, 2021

The 4 pillars of starting or growing a CAS practice

Learn about the reasons some CPA firms are separating themselves as CAS top performers and about the role technology plays in growing a CAS practice in this podcast with transcript.

October 18, 2021

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.

October 13, 2021

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.

September 20, 2021

Find out what leads clients to their CPA firms

Finding out how clients found your firm can help you develop strategies to ensure your firm remains an attractive option.

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.