Client strategies

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching dive into the major issues that the COVID-19 pandemic has raised for accounting and tax firms — staff, technology, operations and more.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.

Your clients don’t want to have to pick up the phone and wait four days for an answer.

You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.

Finding ways to not just maintain revenues but increase them is becoming Job One for accounting practices large and small in the pandemic.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.