Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

December 1, 2020

Client acceptance: A liability gatekeeper

Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.

December 1, 2020

Kim Griffin-Hunter, CPA

Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.

November 19, 2020

How CPAs help clients reinvent struggling businesses during COVID-19

As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.

November 16, 2020

How to help clients dealing with a loved one’s addiction

CPAs can help families navigate the financial side of substance abuse.

November 1, 2020

Unintended consequences of professional referrals

Take care when providing clients with referrals to other professionals.

October 1, 2020

Barrett Simonis, CPA

Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.

September 21, 2020

Cannabis and CPAs: The business opportunities and risks

A growing opportunity for CPAs exists in cannabis-related business advising. Along with that comes risk on several fronts.

September 1, 2020

The art of the client email

Make sure your messages are getting noticed and opened in clients’ inboxes.

August 1, 2020

Talking through adversity

Hope is one of the most valuable services a CPA can provide during challenging times.

August 1, 2020

Responding to client requests for confidentiality

CPA firms must be wary of clients’ imposing overly restrictive nondisclosure agreements as a precondition to engaging the firm to provide services.

July 28, 2020

Remove roadblocks to CAS practice growth

Securing more buy-in for the CAS practice at the partner level and ensuring it is properly funded and staffed can help it take off.

July 2, 2020

The art of the client email

Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.

May 8, 2020

How to have hard client conversations during a crisis

A four-step approach can help CPAs facilitate the difficult, often emotional conversations needed to help their clients find their way to calmer waters.

April 21, 2020

What to know before offering client accounting services

Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.

April 9, 2020

5 steps for advising clients during COVID-19 crisis

With the COVID-19 pandemic causing unprecedented economic turmoil, small businesses need financial guidance and expertise more than ever before. CPAs and firms can provide that assistance by following a five-step process.

April 6, 2020

Keeping clients informed during the COVID-19 crisis

Five CPA firms of different sizes outline their plans for staying in touch with clients during the pandemic and ensuring they get the vital information they need.

April 3, 2020

CPAs support business owners during COVID-19 crisis

Accountants weigh in on what their business-owner clients are going through and how they’re providing a reassuring voice and pragmatic advice during a challenging time.

March 9, 2020

More fun CPA license plates

This slideshow features 12 original vanity plates coined by CPAs nationwide.

March 1, 2020

Onslaught of the tax procrastinators

Consider these ways to protect billable time while cultivating new clients.

March 1, 2020

How to win next-gen clients

Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.

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.