The year ahead: CPAs share their ambitions and goals
CPAs from across the country discuss what they're looking forward, the skills and technology they'd like to master, and the business opportunities they think might be available.
Practice Growth & Client Service
Virtual accounting: How to succeed remotely
Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.
Developing a strong fraud-mitigation program
This article suggests practices that can aid in creating an effective fraud-mitigation plan.
Protecting small business clients from predatory loans
CPAs who work with small businesses offer tips for identifying predatory loans and steering clients away from them.
Attracting and keeping clients during COVID-19
CPAs offer advice on how to retain and attract clients during difficult times.
Kim Griffin-Hunter, CPA
Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.
Client acceptance: A liability gatekeeper
Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.
How CPAs help clients reinvent struggling businesses during COVID-19
As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.
How to help clients dealing with a loved one’s addiction
CPAs can help families navigate the financial side of substance abuse.
Unintended consequences of professional referrals
Take care when providing clients with referrals to other professionals.
Barrett Simonis, CPA
Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.
Cannabis and CPAs: The business opportunities and risks
A growing opportunity for CPAs exists in cannabis-related business advising. Along with that comes risk on several fronts.
The art of the client email
Make sure your messages are getting noticed and opened in clients’ inboxes.
Responding to client requests for confidentiality
CPA firms must be wary of clients’ imposing overly restrictive nondisclosure agreements as a precondition to engaging the firm to provide services.
Talking through adversity
Hope is one of the most valuable services a CPA can provide during challenging times.
Remove roadblocks to CAS practice growth
Securing more buy-in for the CAS practice at the partner level and ensuring it is properly funded and staffed can help it take off.
Biggest mistake firms make with NextGen
Accounting firms looking to connect with NextGen talent and clients need to learn about what they value and how they like to communicate, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
The art of the client email
Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.
How to engage NextGen clients
The best way to engage NextGen clients is to get to know them and learn their needs and how they like to do business, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
What makes NextGen clients different
NextGen clients are more likely than traditional clients to be searching for a virtual service or remote service model for accounting, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
