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Accounting White Papers

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Serving and Retaining Small Business Clients

Sponsor: ADP

Seasoned accountants know that it’s far better to keep existing clients happy than to expend resources prospecting for new ones. Yet, on average, 15% to 20% of small business clients leave their accountants each year. Why do they leave? And how do successful accountants manage client interactions for better retention rates? Based on a research survey, this paper provides insights that may help your firm adjust strategies for prospecting and retaining small business clients.



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The Win/Win of Adding a Financial Service Offering

Sponsor: HD Vest Financial Services

Survey finds that almost half of accountants and tax professionals offering investment, retirement and estate planning have seen an increase in revenue in the past 12 months. Learn more.



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Eight Firm Management Tips for a More Productive Tax Season

Sponsor: Wolters Kluwer, CCH

Following even one or two of these eight tips can go a long way towards increasing your firm’s productivity. With economic conditions always uncertain, the new normal for accounting firms is to find better ways to do more with less. The end of the year is no longer a time of long lunch hours and holiday parties; instead, your firm can use this time to tune up your practice.



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Five Tips for Delivering Higher Client Service

Sponsor: Wolters Kluwer, CCH

Beall Barclay and Company, PLC credits their elevated client service levels to the combined use of auditing best practices and integrated technology solutions from CCH®. Josh Masters, CPA and Senior Audit Manager for Beall Barclay, recently shared these five tips for how firms can deliver higher client service during audit engagements: 

  1. 1. Utilize effective and integrated software tools. 
  2. 2. Determine firm best practices. 
  3. 3. Create industry and workpaper templates. 
  4. 4. Use a “fieldwork” approach to engagements. 
  5. 5. Keep the engagement team updated and informed. 



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Learning from Experience: Benefits Trump Concerns When Tax Professionals Offer Financial Services

Sponsor: HD Vest Financial Services

Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.



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Beyond the 1040: Taking Your Relationship with Clients to the Next Level

Sponsor: HD Vest

As a trusted advisor, tax professional are well-positioned to help their clients make sound financial decisions in critical areas such as retirement and estate planning. Read this paper and learn more.



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Missing a Natural Opportunity: A Financial Services Offering

Sponsor: HD Vest

Financial services have become a natural add-on to many CPA/tax professional practices. Clients trust these professionals to provide insightful, practical and sound wealth management and planning advice at the same level of quality and reliability as their bookkeeping and tax guidance. Yet, according to a recent survey conducted by the research unit of SourceMedia (publisher of Accounting Today)—in partnership with HD Vest—many firms have yet to take advantage of this opportunity to better serve their clients, increase loyalty and broaden their revenue bases.




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