Client strategies

Communication is a cornerstone of your CPA firm. If your clients aren’t already trying to communicate with you via text, they want to.

Accountants can be indispensable translators and conduits for tech for their clients.

The groups will allow members to develop ideas, get advice, collaborate, and share best practices.

Listen carefully, and you can detect a change in the way that partners at the major firms talk about their consulting work.

The key is to focus on the firm’s top two tiers of clients, says Rainmaker Companies’ Adelaide Ness.

When a combination is no longer repairable, firms should de-merge as soon as possible.

Does your firm need a brand tune-up?

To garner a return on your firm’s content, it must be picked up by search engines, then viewed and acted on by readers.

Use idea filters for a big impact.

All partners and partner candidates in small and midsized CPA firms are very aware they need to originate new business each and every year.