Practice Growth and Client Service

What NextGen buyers want

Best practices for serving NextGen buyers include providing insights, expertise, and advice, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.

How to win next-gen clients

Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.

6 steps to a better busy season

CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.

Keep clients coming to you with PFP services

A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.

How to make clients love your firm

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.

Responding to the growing gig economy

More people are patching together their incomes with less-traditional contracting and freelance work. Learn more about this trend and how CPAs can play a role.

How to deal with last-minute clients

Dealing with clients who wait until the last minute to submit their information is a reality for most accounting firms. CPAs offer their best tips for helping procrastinators meet deadlines.

RESOURCES

Keeping you informed and prepared amid the coronavirus outbreak

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.