Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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.

September 13, 2021

How to negotiate from a disadvantage

This article discusses steps that could help CPAs turn the tables and come through in a strong position during a challenging negotiation.

September 1, 2021

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.

September 1, 2021

Frequently asked engagement letter questions

This one-stop guide includes common engagement letter questions and resources to help answer them.

August 2, 2021

M&A activity in accounting on the rebound in 2021, expert says

Merger-and-acquisition activity for CPA firms is surging in 2021 after dropping in 2020 due to the COVID-19 pandemic, Joel Sinkin, president of Transition Advisors LLC said in a session at AICPA & CIMA ENGAGE 2021.

August 1, 2021

Energize your practice with a tax innovation challenge

The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.

August 1, 2021

7 tips for starting a client advisory services practice

Many resources are now available to help firms launch CAS practices. CAS experts and firm leaders who’ve taken the plunge share their best advice for getting started.

August 1, 2021

Graylin Smith, CPA, CGMA

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

July 7, 2021

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.

July 1, 2021

Find value in letting clients go

CPAs explain their approach to evaluating and parting ways with some clients.

July 1, 2021

An evaluation framework for responding to requests

Even seemingly benign requests made of CPAs can raise professional liability risk. Follow this evaluation framework to help understand and manage risk related to requests.

June 1, 2021

Use this formula to build trust with clients

Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.

March 29, 2021

How CPAs can help clients combining households during the pandemic

CPAs share their thoughts on how to help clients through changes in households.

March 22, 2021

Broaching tough conversations with clients

CPAs are knowledgeable about their small business clients’ financial conditions and emotionally removed enough from the organizations to help business leaders see what they often would rather avoid.

March 8, 2021

CPAs urged to be voice of calm in PPP storm

Rule changes, deadline pressures, and ongoing processing problems with the Paycheck Protection Program are causing high levels of frustration and anxiety among many small businesses. This creates an opportunity for CPAs to provide calm guidance for stressed clients.

March 8, 2021

7 tips to network strategically

Experts offer advice on building solid relationships with others who can help you expand your networks.

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.