New opportunities for firms in SOC reporting
Increases in outsourcing and cloud computing have led to clients’ need for CPA assurance on systems and controls.
Practice Growth and Client Service
4 must-dos for new firm owners
Firm owners and experts offer advice on tackling the challenges of launching a practice.
How to deliver bad news to clients
Explaining bad news in the right way can make you more valuable to both your client and your employer.
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.
5 behaviors for building strong, inclusive teams
This article discusses ways to move firms and the profession toward more inclusive and diverse teams.
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.
8 tips for making the most of business meals
This articles discusses ways to get the most out of your next business lunch or dinner.
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.
Interacting with clients outside the busy tax season
CPAs discuss ways to stay in touch with clients year-round.
Tips for working with first-time clients
CPAs offer advice on proving their worth to potentially skeptical clients who aren't accustomed to paying fees.
5 ways firms can solidify their business foundation
These action items can help CPAs challenge the assumptions underlying their firms' business models.
Prepare clients for a sudden elder health care crisis
This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.
When choosing technology, put clients first
Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.
Developing your own specialized niche practice
CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.
Business development tips to boost a firm’s reach
Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.
Providing services to cannabis clients
CPAs should understand the unique risks associated with clients in the cannabis industry and formulate strategies to mitigate those risks.
How to get started with value pricing
This pricing model could enable you to provide more in-depth and tailored services for clients.
What CPAs learned during difficult busy seasons
CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.
Putting skills-based promotion in motion
Skills-based promotion has become a way to stay competitive when finding, hiring, and retaining talent.
How to know if retirement is right for you
Experts offer tips on recognizing when it’s time to retire and how to do so with peace of mind.
