Firm & Practice Management

Tips for Working with Millennial Clients
 

Tips for Working with Millennial Clients

Posted: September 13, 2018
Successfully performing services for millennial clients might hinge on your ability to provide advice and to market services in a way that makes them feel at ease. Learn more in this podcast.

How to Respond to Comfort-Letter Requests
 

How to Respond to Comfort-Letter Requests

Posted: September 6, 2018
Here's what CPAs should think about before answering requests to provide or verify information to third parties such as lenders, insurers, employers and government agencies. Such seemingly simply requests carry legal and ethical risks that practitioners must be aware of before responding.

6 Things Accounting Firms Can Do to Be More Future-ready
 

6 Things Accounting Firms Can Do to Be More Future-ready

Posted: September 4, 2018
Many firms are fixated on innovation and investing in leadership that can change the mindsets, skill sets and toolsets necessary to sustain success and be future-ready. Here's how to increase the velocity and success of common innovation strategies.


7 Steps to Build Strong Client Relationships
 

7 Steps to Build Strong Client Relationships

Posted: August 28, 2018
Beyond technical skills, building relationships with clients early on is crucial to growing and succeeding at a CPA firm. Here are seven ways to develop strong client relationships.


Minding the Expectation Gap in a CAS Engagement
 

Minding the Expectation Gap in a CAS Engagement

Posted: August 1, 2018
Misalignment of expectations between a client and a CPA firm for a client accounting services engagement can lead to professional liability for the firm. Being selective in client selection and clearly defining the scope of the engagement can reduce risk.

Planning for the Future
 

Planning for the Future

Posted: May 16, 2018
Preparing for the future of one's own firm can be far more daunting to CPAs than planning for those of their clients’. From making themselves more marketable to succession planning for the firm, CPAs today need to not only adapt to changes in the accounting profession but learn to thrive in spite of them.


3 Busy Season Pitfalls to Avoid
 

3 Busy Season Pitfalls to Avoid

Posted: February 14, 2018
As your firm heads into busy season, whether you’re implementing new processes or not, keep an eye out for these three busy season pitfalls to avoid.