Client strategies

• Websites

  COVID-19 has just turned your website into a rainmaker

  Here are seven best practices to boost your website’s efficiency and effectiveness.

  By Lee Frederiksen

  September 30

  
• Automation

  5 reasons to automate client data acquisition

  Accounting firms gain much more by automating information collection than you might think.

  By Mark Edmondson

  September 30

  
• VoicesArt of Accounting: 80s on 8 on Sirius

  I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

  September 29

  

  Edward Mendlowitz

  Partner

  WithumSmith+Brown PC CPAs
• CAS

  5 questions to ask about CAS

  Client accounting services could take your firm to the next level.

  By Edward D. Warren

  September 28

  
• Marketing

  5 marketing priorities to keep your firm relevant

  Accounting firms should apply these valuable tools to thrive through the pandemic.

  By Ilana Isakov Katz

  September 28

  
• VoicesBots are game changers for accounting firms

  Despite the many, many downsides of COVID-19, one of the biggest silver linings has been that it forced CPAs and accountants into being true advisors to their clients.

  September 25

  

  Jody Padar

  Vice president of strategy

  Botkeeper.com
• VoicesManaging audit fee pressure during COVID-19

  There are two key areas that CPA firms should closely watch to manage audit fees in 2020.

  September 23

  

  Ane Ohm

  Co-founder and CEO

  LeaseCrunch
• VoicesArt of Accounting: Checklist for establishing a fixed price

  Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

  September 21

  

  Edward Mendlowitz

  Partner

  WithumSmith+Brown PC CPAs
• VoicesYour job is changing — and that’s a good thing

  You didn’t like that old job much anyway.

  September 17

  

  Kyle Walters

  Partner

  L&H CPAs and Advisors
• VoicesThe future of accounting marketing is strategy

  The coronavirus pandemic changed the game for everyone, but we’d be missing the beat if we didn’t take a minute and look at the opportunity for growth.

  September 15

  

  Jody Padar

  Vice president of strategy

  Botkeeper.com

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