Client strategies

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.

Less than two hours a week can take your practice to the next level. Look what happens when you apply the 80/20 rule to the 80/20 rule.

The Small Business Administration and the Treasury Department unveiled a simpler loan forgiveness application for the Paycheck Protection Program to reflect changes under the PPP Forgiveness Act.

If staff do not learn, they won’t grow and neither will the firm.

Highs, lows, curveballs and surprises are routine for every business, including accounting firms. Pandemics, however, are not routine (thankfully!). This crisis tests and provokes us all to the extreme.

Darren Root shares why keeping your clients' comfort in mind is more important than ever.

Experts share what the profession has learned from COVID-19, from CPAs being ‘small businesses’ first responders’ to the inevitability of remote work.

Gale Crosley shares how Top 100 Firm Grassi & Co. wrote the book on reinvention.

Despite the coronavirus, firms can’t afford to stop looking for prospects

The SBA’s form clarifies some issues, but still leaves questions to be answered.

Do you have someone on your team who’s not flourishing and developing?

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

You may find more similarities among your clients than you expect.

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

Professional services firms need to adopt a business catalyst mindset to drive value acceleration.

During stressful times like these, it’s natural to feel like everything around you is broken.

The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.

Small businesses that manage to get their Paycheck Protection Program loans forgiven may find themselves losing valuable tax breaks, according to new guidance from the Internal Revenue Service.

What you're charging clients is a delicate subject even in the best of times, and the current crisis makes it even more uncomfortable. Sarah Dobek of Inovautus Consulting offers advice on how to handle this complicated topic.