5 steps to managing client expectations
Great relationships with clients can be achieved and maintained by proactive communication practices.
Practice Growth & Client Service
A finance transformation case study, plus a news roundup
Two consulting company leaders explain the ins and outs of finance transformation and what they learned from a recent client example. Also, get caught up on news related to several CPA-centric topics.
8 insights from top-performing CAS practices
Choose both clients and software programs with an eye to efficiency and repeatability.
The role of accounting firms amid the crisis in Ukraine
The Russian invasion of Ukraine is taking place more than 4,000 miles from the United States, but the uncertainty and economic stress caused by the war means that business leaders need trusted advice and calm counsel. That’s where accountants can play a key role.
The legacy of the Paycheck Protection Program
Firms can build on the relationships with clients that were bolstered during the pandemic.
PPP, ERC can lead to sustained business for CPA firms
Firms can turn the connections built doing work related to COVID-19 programs into long-term business opportunities.
What CAS practice leaders should focus on in 2022 and beyond
An accounting profession leader analyzes a recent benchmark survey on CAS practices and shares why talent management must be a focus area for firms in this podcast with transcript.
Ozlem Davis, CPA/CFF
Through outsourced CFO and controllership services, CPAs can provide entrepreneurs and small businesses with the support they need to succeed, according to Ozlem Davis, CPA/CFF.
Attributes of top-performing firms revealed
MAP survey finds big differences in per partner revenue, profit, and compensation.
Unresponsive clients pose a professional liability risk
In addition to creating unnecessary stress for CPAs, clients who fail to respond timely increase a CPA firm’s professional liability risk.
Does client feedback hold the secret to employee retention?
Firm leaders can use the data they gather from client feedback systems to streamline processes and reduce strain on staff.
ESG assurance opportunities likely to grow for CPA firms
Companies may need more rigorous assurance on environmental, social, and governance data as regulatory obligations emerge. CPA firms are poised to deliver.
Attributes of top-performing firms revealed
MAP survey finds big differences in revenue, profit, and owner compensation.
3 key points from the new ‘gold rush’ for intellectual property
Navigating complex deals in rapidly changing markets is a high-pressure challenge. Due diligence remains essential, and it may need to be conducted in a compressed time frame.
Client continuance: A life vest for risky clients
Client continuance provides a firm with additional insights regarding the risk of an existing client so the firm may respond accordingly.
Amish Mehta, CPA
"I saw accounting wasn’t just about numbers — it was about getting to know different clients as well as their businesses and industries," says Amish Mehta, CPA.
CAS practices see 20% growth
Respondents to a survey report higher net client fees per professional.
ESG offers growth opportunities for 2022
Focus on environmental, social, and governance issues is rising amid investor and regulator interest.
Use content marketing to bring in clients
By offering reliable and helpful information, potential clients may turn to you if they need accounting help in the future.
What it takes to become a top-performing CAS practice
Top-performing client advisory services practices are more likely to follow certain best practices, the CPA.com and AICPA PCPS CAS Benchmark Survey found.
