Client strategies

You can still reach out to prospects even in the midst of the coronavirus pandemic.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

Major changes are required in client services, delivery models, staffing practices and management.

Here are four things your firm should be doing right now to move forward during the coronavirus pandemic.

The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?

I’ve spoken to many owners of, and partners in, small firms and see an optimistic future.

The current pandemic offers opportunities for firms that are ready to change.

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

We are on new ground with the coronavirus pandemic, and we need to adapt as much and as quickly as possible.

AICPA executives Mark Koziel and Carl Peterson shares strategies, tactics and resources for CPAs trying to make their way through the COVID-19 pandemic.

In the face of the coronavirus, no accounting firm gets a pass from keeping in contact with clients and employees.

One thing they all agree on: It hasn’t cut their workload.

With offices closed, and staff and clients scattered, maintaining relationships (and sanity) can be hard.

Here are some ways accounting firms can thrive in the digital age.

Now is the time to be there for your clients.

Coronavirus is an opportunity for the accounting profession to make strides in two important areas.

There are things you can do to give your firm as much of an advantage as possible in a highly dynamic business world.