Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
Practice Growth and Client Service
How to future-proof your firm’s marketing
Discover the 5 keys to helping your firm stand apart from the competition.
What CPAs need to do to survive the automation revolution
While jobs do disappear with the advent of new technology, new jobs sprout up with them.
Why some CPAs bring their dogs to the office
Dogs can add stress relief, joy, and companionship at work.
CPA firms: Create a niche practice serving the emerging gig economy
As entrepreneurial workers increasingly embrace the autonomy and flexibility of performing as independent contractors, they need CPA firms to help them with taxes, accounting services and other business needs.
Good clients, bad clients: How to manage them all
Success starts with honing in on a firm’s “sweet spot” in terms of services provided, and identifying the firm’s best (and worst) clients.
Furious rush of digital disruption creates opportunities for CPAs to help clients
The demand is increasing for CPA firms to understand how new technologies are affecting clients.
Being responsive to clients
Prompt, effective responses to clients’ concerns are essential for firms and CPAs, who take pride in their reputation for service.
Big Four benefit as consulting spending rises in U.S.
Demand for cybersecurity consulting helped drive the growth, accounting for $7.1 billion in revenue.
ESOPs help some CPA firms with retention, succession
Some profitable firms have found that employee stock ownership plans have helped them preserve their culture and provide stability.
How to avoid inheritance mistakes
During times of grief, family members often become overwhelmed and make quick decisions about inheritance details they don’t understand.
9 tips for being more responsive to clients
Sometimes CPAs do not realize that clients are dissatisfied with their level of responsiveness.
Providing a future: A succession story
For the good of clients and employees, Virginia-based Wall, Einhorn & Chernitzer PC has made long-term success a priority. A gradual, five-year buy-in process is designed to make it affordable for new shareholders to move into their positions in the firm's leadership.
Client accounting services driving revenue growth
The gains are especially big among large CPA firms.
Take a hike: Ending client relationships
Treat a client termination as if it were a hike through uncharted lands.
How new CPAs can build a book of business
New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to raise their profile.
MAP Survey: Firms continue to grow revenue
The biennial Management of an Accounting Practice Survey shows broad-based revenue growth.
MAP survey: Firms continue to grow revenue
Accounting firms of all sizes posted year-over-year revenue gains during their most recent fiscal year, with the rate of growth increasing for most practices.
How groupthink can damage your organization
When groupthink occurs, the benefits of diversity can be lost.
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.
