Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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.

July 23, 2018

What CPAs need to know about a growing housing option

Experts in community housing and those who participating community living share their thoughts.

July 9, 2018

How to use content marketing to attract clients

Producing content that promotes your expertise can help build a strong reputation for your firm and grow your client base.

June 18, 2018

Wage garnishment — what employers should know

The employer is responsible for calculating the garnishment amount, withholding it through its payroll process, and forwarding payments to the correct agency or creditor.

June 12, 2018

Focus on clients, and revenue will follow

Figuring out what clients want can be a challenge for any CPA firm. But if you’re diligent in seeking feedback and take the time to listen, you’ll discover more opportunities to provide revenue-producing services.

April 16, 2018

Add value with planning advisory services

CPA financial planners share questions their clients commonly ask and how they address them.

April 16, 2018

How CPAs can turn the great wealth transfer into opportunity

This article offers ways CPAs can meet the needs of the next generation.

April 2, 2018

How to help clients rebound from a natural disaster

CPAs share tips on how to provide clients with the emotional support and financial know-how.

March 19, 2018

A CPA firm with Silicon Valley DNA

Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.

March 19, 2018

What should accountants ask themselves daily?

We asked nine CPAs for the questions they contemplate before their work day begins.

March 1, 2018

New agreement smooths pathway to UK audit signing rights for US CPAs

A new agreement provides a clear route for U.S. CPAs to obtain the CA designation from the Institute of Chartered Accountants of Scotland (ICAS) and be on the pathway to U.K. audit signing rights.

February 20, 2018

3 ways to mitigate risk during busy season

This article suggests ideas that can help reduce errors and ensure client expectations are met.

February 20, 2018

3 truths and 12 responses to drive change

This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.

February 1, 2018

Bring more value to your clients with charitable planning

CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.

January 29, 2018

CPA vanity license plates that will make you smile

We tapped accountants in a dozen states to find out why they chose vanity license plates for their vehicles, which clever words or numbers (or both) they chose, and what kind of responses they’ve received from colleagues and others.

January 8, 2018

Could this simple proposal help boost retirement savings?

Auto portability could help prevent retirement account leakage when workers change jobs.

December 11, 2017

How to get the most out of HSAs

CPAs who are personal financial planners can explain the benefits of HSAs to their clients.

December 4, 2017

Why are we still auditing on-site?

This article explores reasons for remote auditing.

November 13, 2017

How CPAs can work more closely with female clients

Experts shared their thoughts about how CPAs can build closer working relationships with their female clients.

November 13, 2017

The cities and states with the most robots

Automation is concentrated only in some areas of the nation, and only in some sectors.

FROM THIS MONTH'S ISSUE

Handling increased enforcement of unclaimed property notices

States are changing enforcement of unclaimed property notices. Learn best practices of how companies can tackle compliance and prevent penalties and audits.