Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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.

February 24, 2020

Tips for surviving busy season

Veteran tax practitioners share ways to take care of yourself and do your best work at crunch time, no matter when that falls on the calendar.

January 21, 2020

Evolve your firm with these 12 questions

To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.

January 6, 2020

Getting ready for the big sit-down with clients

Annual meetings are a prime way for accountants to glean information that can affect tax strategy or to let clients know about other beneficial firm offerings.

January 1, 2020

10 steps for getting practice growth right

When firms experience growth, it can be a challenge figuring out how to respond to the demands that come along with it.

December 1, 2019

Keep clients coming to you with PFP services

A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.

November 13, 2019

New opportunities for firms in SOC reporting

Increases in outsourcing and cloud computing have led to clients’ need for CPA assurance on systems and controls.

November 11, 2019

4 must-dos for new firm owners

Firm owners and experts offer advice on tackling the challenges of launching a practice.

October 15, 2019

How to deliver bad news to clients

Explaining bad news in the right way can make you more valuable to both your client and your employer.

October 14, 2019

How to make clients love your firm

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.

October 1, 2019

Responding to the growing gig economy

More people are patching together their incomes with less-traditional contracting and freelance work. Learn more about this trend and how CPAs can play a role.

September 3, 2019

8 tips for making the most of business meals

This articles discusses ways to get the most out of your next business lunch or dinner.

September 1, 2019

How to deal with last-minute clients

Dealing with clients who wait until the last minute to submit their information is a reality for most accounting firms. CPAs offer their best tips for helping procrastinators meet deadlines.

July 29, 2019

Interacting with clients outside the busy tax season

CPAs discuss ways to stay in touch with clients year-round.

July 22, 2019

Tips for working with first-time clients

CPAs offer advice on proving their worth to potentially skeptical clients who aren’t accustomed to paying fees.

July 15, 2019

5 ways firms can solidify their business foundation

These action items can help CPAs challenge the assumptions underlying their firms’ business models.

June 17, 2019

Prepare clients for a sudden elder health care crisis

This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.

June 11, 2019

When choosing technology, put clients first

Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.

May 1, 2019

Business development tips to boost a firm’s reach

Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.