Growth strategies

These are the building blocks for making your clients’ lives better.

Accounting firms must start investing in their own futures

A new CPA Trendlines study finds firms aren’t achieving all they hoped for with the service.

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

A lack of clarity can be an enterprise killer for accountants.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Firms need to focus on actively encouraging client referrals.

Judgment is the critical differentiator for the profession going forward.

Accounting firms need to realize that passivity is passé.

Marketing in the profession is undergoing a revolution, fundamentally changing how firms promote themselves and develop new business.