Practice Growth and Client Service

How to keep clients after an accounting practice sale

Client attrition is one of the biggest threats to the success of an accounting firm merger or sale. Buyers and sellers both have pivotal parts to play if they want to maximize the benefits and minimize the risks of the transition process.

Got a few challenging clients?

Here are some steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

The dangers of dabbling

Undertaking new, unfamiliar service offerings can elevate the risk of errors and professional liability claims.

Crowdfunding brings new opportunities for CPAs

The explosive growth of crowdfunding will allow CPAs to bring more value to businesses by auditing or reviewing their financials, advising them on taxes and best practices, and helping them minimize risk.

Succeeding with a narrow focus

Specializing and focusing on a narrow range of services can help CPAs and audit firms reduce training costs and risks.

Q&A: Price-sensitivity training

To price effectively, CPA firms first need to determine clients’ price sensitivity. Author and consultant Ron Baker, an unabashed value-pricing champion, explains how firms should communicate with clients to develop effective pricing.

SPONSORED REPORT

Why cybercriminals are targeting CPAs

This free report expands on the most commonly found scams, why education and specialized IT knowledge help to lessen security vulnerabilities, and why every firm should plan carefully for how it would respond to a breach.

PODCAST

How tax reform — and Excel — are changing the CPA Exam

Mike Decker, the vice president of examinations at the AICPA, discusses changes being made to the exam as a result of tax reform — and about how Excel will now be available for use on the test.