Consulting

Every year, accountants and tax professionals brace themselves for the inevitable tax season.

We all can relate to new clients asking us questions during the initial meeting. Sometimes we think we are ready for them and other times we may not be.

The Sustainability Accounting Standards Board has introduced a new credential for accountants and other professionals who deal with sustainability issues.

Part of my success in getting new business was getting additional work from existing clients.

Deloitte recently formed a Social Impact Practice to help clients deal with pressing global issues such as food security, health, education, clean water and the environment.

The International Federation of Accountants expressed support for a United Nations agreement on climate change as the U.N. works to reduce carbon emissions.

Back in 1980, I got a pretty large client and quoted a fixed annual fee to start, which would cover the routine regular work.

When I talk to CPAs about practice management, one theme that always seems to pop up is the fact that “a client” or “several clients” cause headaches for the firm.

When I started out I lost clients. Very few, but still losses.

It’s hard to have a conversation about the future of the accounting industry and avoid the topic of technology.

In my practice I have always tried to generate additional revenue from existing clients.

How proactive accounting can help deter activist campaigns

Accountants need to be at the forefront of cybersecurity to safeguard the sensitive personal and corporate financial information they handle, according to a new report.

Most of my clients, large and small, have always been on fixed annual fees, payable monthly.

An open letter about dismissing fraud

MACPA members predict future growth areas

Has there ever been a time in your life when opportunity knocked and you ignored it? Right now, there’s an industry opportunity with three letters: CPA. Are you ready to open the door and expand your CPA practice?

When you provide a time-based fee, and the client trusts your judgment and ability, it becomes a go. With a fixed fee, it becomes an unknown shot in the dark.

By definition, analytical procedures involve a process of analytically detecting ways to decrease time and increase efficiency.

Serving nonprofit clients requires a distinct skillset from CPAs and auditors.