Client strategies

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.

How many stars would they give you?

With new technology, new workflows, and plenty of hand sanitizer, preparers are ready for the disease.

Attracting new clients is vital for growth, but retention is even more important.

KBS CFO serves up a mix of outsourced accounting and CFO services for a range of clients, including distilleries

Some simple steps firms can take right now to make a stronger first impression

If you find yourself talking for more than 10 consecutive seconds during a client meeting, stop and ask the client an open-ended question, and give them ample time to respond.

The key to commercialization is early adopters.

It’s a cultural issue, largely, but it doesn’t have to stay that way.

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”