Practice and client management

When I hear a partner at a midsized CPA firm say, “my client” or “my book of business,” the hair on the back of my neck stands up.

Are you really stuck on a problem or just procrastinating about a hard decision? When it comes to confusion, the most obvious answer is usually the right answer. Try this simple exercise for breaking through confusion.

How LBMC successfully transformed its relations with its clients.

Here are 12 tasks — one for each month — that accounting firm leaders can use to improve their practices all year long.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

The Top 10 Firm has bolstered its Salesforce consulting practice by acquiring a San Francisco-based consultancy that specializes in the cloud-based CRM system.

A handful of lessons for the accounting profession from the disruption of 2020.

A new year offers a chance for a new start with clients.

Meanwhile, Fulcrum Partners managing director Monte Harrick volunteers to keep his son's varsity basketball season going through COVID-`19 disruptions.

Small and midsized CPA firms that are striving to stay independent need to avoid the potential “sand traps” that can stump their growth and eventually threaten their independence.

The world of accounting can be a harsh environment. How do you stand out in a crowded field?

With only a few days to go before the end of a difficult year, some accountants and tax professionals are still hoping to finish up some perplexing issues for their clients before New Year’s Day.

Most accountants who help clients with the choice of entity focus on the tax aspects. But in order to help clients make fully informed decisions, “personal” asset protection should be considered.

Don’t underestimate the power of your network.

Learn one new thing that you can use to provide a value-laden benefit to your clients.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

Firms need to take an active role in defining their employment brand if they want to maximize its value.

Accountants may not have signed on as an educator, but it often comes with the job.

In the current economic environment, it could be advantageous for you or your clients to consider a strategic acquisition.

A KPMG analysis identifies the big issues facing both audit committees and corporate boards in the year ahead.