CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.
Technical Quality and Services Delivery
This article looks at five scenarios that could put CPA firms at risk and ways to mitigate them.
These best practices can lead to better productivity and improved client satisfaction and retention.
CPAs who agree to perform trustee services have to take more into account than just helping a client.
Undertaking new, unfamiliar service offerings can elevate the risk of errors and professional liability claims.
Quality control (QC) is of utmost importance when delivering professional services, including tax planning and compliance services.