Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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.

May 1, 2019

Developing your own specialized niche practice

CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.

May 1, 2019

Providing services to cannabis clients

CPAs should understand the unique risks associated with clients in the cannabis industry and formulate strategies to mitigate those risks.

April 29, 2019

How to get started with value pricing

This pricing model could enable you to provide more in-depth and tailored services for clients.

April 15, 2019

Small firm spotlight: How I get referral business

A small-firm CPA discusses his approach to referral business.

April 1, 2019

What CPAs learned during difficult busy seasons

CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.

March 18, 2019

Putting skills-based promotion in motion

Skills-based promotion has become a way to stay competitive when finding, hiring, and retaining talent.

March 18, 2019

How to know if retirement is right for you

Experts offer tips on recognizing when it’s time to retire and how to do so with peace of mind.

February 25, 2019

Small firm spotlight: How we successfully switched to the cloud

A CPA discusses how his small firm moved to cloud-based technology.

February 11, 2019

Public accounting firms benefit by giving back

Many public accounting firms choose to aid their communities and, in turn, inspire their staffs

January 22, 2019

Listen! Here’s how to improve client experience

This article discusses three steps to strengthen client relationships.

November 19, 2018

4 steps to prepare for the future of accounting

This article offers tips to make sure you’re ready when the technology is.

October 22, 2018

4 keys to focusing on customers in a complex world

Developing and delivering on a customer promise can help organizations find a simple road to success in a complex, fast-paced business environment.

September 17, 2018

10 tips for starting your CPA podcast

If you’re considering your own accounting or finance podcast, here are some tips to get you started.

August 13, 2018

Tips for handling anxious clients

Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.

FROM THIS MONTH'S ISSUE

Want to thrive in an AI world? Power up your people skills

Learn how CPAs can strengthen their human relationships by developing their communication, curiosity, and self-awareness. Artificial intelligence can’t replicate these people skills.