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The Cleveland-based Top 50 Firm netted 10 new clients thanks to a recent acquisition.
May 30 -
Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.
May 9
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Brian Hall, author of "Your Website Sucks," discusses how accounting firms can optimize their websites to generate leads.
April 28
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Once you know the difference, you can reap the rewards.
April 13
Crosley+Company -
Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.
March 30
Napier Financial -
Overall new client additions — and departures — continue to rise, thanks to M&A.
March 23 -
The Top 25 Firm's major merger with Friedman once again brought it a host of new engagements.
March 10 -
What clients want to know is not how much we know or how much experience we have, but how well we will do for them.
February 27
Withum -
Learning how to connect with other professionals is an essential skill for accountants.
December 23
FFP Wealth Management -
The Top 25 Firm's major merger with Friedman brought it a host of new engagements.
December 2 -
New clients and next season's fees; CP504's 'real' meaning; cropping out; and other highlights from our favorite tax bloggers.
November 8
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The merger between BKD and DHG put their combined firm at the top of the roster.
August 31 -
Draft of the new 1040; the rich get caught, too; how to speak accounting; and other highlights from our favorite tax bloggers.
August 9
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The group can be a highly effective way to build your business and raise your stature as a thought leader and trusted advisor.
August 5
L&H CPAs and Advisors -
The best referral sources are existing clients, unless they aren't pleased.
July 18
Withum -
Many professional service firms don't realize that many referrals come from people who aren't paying clients.
June 29 -
Don’t make it hard for people to do business with you.
May 31
L&H CPAs and Advisors -
Overall new client additions – and departures – are up from 2020.
March 25 -
With activity up, a number of firms brought on large numbers of new clients, but netted far fewer.
November 8 -
When it comes to finding and retaining clients, which matters more: your people or your firm's reputation?
October 7
Aquila Global Advisors, LLC







