Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

July 17, 2017

7 ways financial planners can better help Millennials

Millennials have different planning preferences and different goals from earlier generations.

June 26, 2017

What CPAs need to do to survive the automation revolution

While jobs do disappear with the advent of new technology, new jobs sprout up with them.

June 19, 2017

Why some CPAs bring their dogs to the office

Dogs can add stress relief, joy, and companionship at work.

June 14, 2017

CPA firms: Create a niche practice serving the emerging gig economy

As entrepreneurial workers increasingly embrace the autonomy and flexibility of performing as independent contractors, they need CPA firms to help them with taxes, accounting services and other business needs.

June 14, 2017

Good clients, bad clients: How to manage them all

Success starts with honing in on a firm’s “sweet spot” in terms of services provided, and identifying the firm’s best (and worst) clients.

June 13, 2017

Furious rush of digital disruption creates opportunities for CPAs to help clients

The demand is increasing for CPA firms to understand how new technologies are affecting clients.

June 1, 2017

Being responsive to clients

Prompt, effective responses to clients’ concerns are essential for firms and CPAs, who take pride in their reputation for service.

May 30, 2017

What people like to do on vacation—and why CPAs should care

Insight is valuable for CPAs who work with clients in the travel and leisure industry because it can help them shape more efficient business strategies.

May 23, 2017

Big Four benefit as consulting spending rises in U.S.

Demand for cybersecurity consulting helped drive the growth, accounting for $7.1 billion in revenue.

May 1, 2017

ESOPs help some CPA firms with retention, succession

Some profitable firms have found that employee stock ownership plans have helped them preserve their culture and provide stability.

April 3, 2017

How to avoid inheritance mistakes

During times of grief, family members often become overwhelmed and make quick decisions about inheritance details they don’t understand.

March 20, 2017

9 tips for being more responsive to clients

Sometimes CPAs do not realize that clients are dissatisfied with their level of responsiveness.

February 1, 2017

Take a hike: Ending client relationships

Treat a client termination as if it were a hike through uncharted lands.

February 1, 2017

Providing a future: A succession story

For the good of clients and employees, Virginia-based Wall, Einhorn & Chernitzer PC has made long-term success a priority. A gradual, five-year buy-in process is designed to make it affordable for new shareholders to move into their positions in the firm’s leadership.

February 1, 2017

Client accounting services driving revenue growth

The gains are especially big among large CPA firms.

December 1, 2016

MAP Survey: Firms continue to grow revenue

The biennial Management of an Accounting Practice Survey shows broad-based revenue growth.

December 1, 2016

How new CPAs can build a book of business

New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to raise their profile.

November 21, 2016

New marijuana laws create opportunities, risks for CPAs

Because marijuana remains illegal at the federal level, CPAs will need to carefully consider potential risks associated with businesses operating in this industry.

October 24, 2016

MAP survey: Firms continue to grow revenue

Accounting firms of all sizes posted year-over-year revenue gains during their most recent fiscal year, with the rate of growth increasing for most practices.

October 17, 2016

How groupthink can damage your organization

When groupthink occurs, the benefits of diversity can be lost.

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.