Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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.

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.