Add value with planning advisory services
CPA financial planners share questions their clients commonly ask and how they address them.
Practice Growth and Client Service
How CPAs can turn the great wealth transfer into opportunity
This article offers ways CPAs can meet the needs of the next generation.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
A CPA firm with Silicon Valley DNA
Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.
What should accountants ask themselves daily?
We asked nine CPAs for the questions they contemplate before their work day begins.
New agreement smooths pathway to UK audit signing rights for US CPAs
A new agreement provides a clear route for U.S. CPAs to obtain the CA designation from the Institute of Chartered Accountants of Scotland (ICAS) and be on the pathway to U.K. audit signing rights.
3 ways to mitigate risk during busy season
This article suggests ideas that can help reduce errors and ensure client expectations are met.
3 truths and 12 responses to drive change
This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.
Bring more value to your clients with charitable planning
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
CPA vanity license plates that will make you smile
We tapped accountants in a dozen states to find out why they chose vanity license plates for their vehicles, which clever words or numbers (or both) they chose, and what kind of responses they’ve received from colleagues and others.
Could this simple proposal help boost retirement savings?
Auto portability could help prevent retirement account leakage when workers change jobs.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
Why are we still auditing on-site?
This article explores reasons for remote auditing.
The cities and states with the most robots
Automation is concentrated only in some areas of the nation, and only in some sectors.
How CPAs can work more closely with female clients
Experts shared their thoughts about how CPAs can build closer working relationships with their female clients.
Why firms shouldn’t just pay CPAs based on their billable hours
Many CPA firms are making a concerted effort to get partners working in areas that play to their strengths—and compensate them for those tasks.
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.
How artificial intelligence is changing accounting
Capable accountants will be needed to oversee and use advanced technology.
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.
Managing retail challenges
CPAs can use these strategies to help their brick-and-mortar clients.
