Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.
Strategy and planning
A firm’s mission is in its purpose, its vision is its destination, and the two go hand-in-hand, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.
Today’s rapid rate of change makes detailed multiyear digital transformation plans difficult, says Dan Griffiths, CPA, CGMA. A better approach is to set a long-term vision, then plan and execute it in two-week sprints.
CPA financial planners must carefully document for clients all risks associated with recommended investments.
CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.
Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.
Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.
This article discusses ways to move firms and the profession toward more inclusive and diverse teams.
This article offers advice on how to survive, and even thrive, during tough economic times.
Without a plan, you can end up wasting time and money on marketing a service you aren’t able to deliver.
The size and resources of your firm will go a long way in determining what will be a prudent, effective approach.
Finding qualified staff was once again most CPA firms’ top concern, according to the 2019 PCPS CPA Firm Top Issues Survey.
CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.
CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.
A CPA discusses how his small firm moved to cloud-based technology.
This article discusses three steps to strengthen client relationships.
This article offers ways to help keep your response to bad news from turning into a public relations problem.
Several CPAs recommend books to help others in the profession prepare for the busy season.
Incorporating the right components into a post-merger integration plan and establishing a strong, homogeneous culture can increase the chances of success.
A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.