Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

October 11, 2017

The secrets to opening a new CPA office

Blake Christian, a tax partner with HCVT, drops in to reveal the secrets he’s learned from opening several new offices over the years.

October 10, 2017

How artificial intelligence is changing accounting

Capable accountants will be needed to oversee and use advanced technology.

October 2, 2017

How to engage next-generation clients

This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.

October 1, 2017

Managing retail challenges

CPAs can use these strategies to help their brick-and-mortar clients.

September 18, 2017

Why you should discuss the nonfinancial aspects of retirement with your clients

Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.

September 11, 2017

How to future-proof your firm’s marketing

Discover the 5 keys to helping your firm stand apart from the competition.

August 1, 2017

What the ‘retail apocalypse’ means for CPAs and their clients

CPAs will need to understand what’s ahead for the retail industry and be prepared to help clients answer some tough questions.

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