Practice and client management

As part of this year’s Top 100 Most Influential People survey, Accounting Today asked, “What is the most important issue currently facing the accounting profession?”

A recent survey shows that many bookkeepers have begun offering strategic advice this year — some without even realizing it.

Jen Leary will succeed Denny Schleper on Jan. 1, 2021.

To get more business, accountants need to invest more in the time they spend face to face with prospective clients.

The holiday season reminds us to savor time with family and friends, because with the new year, the tax season jumpstarts.

Here is a monthly calendar for running your practice and marketing to clients.

Five organizations released prototypes Friday of climate-related financial disclosure standards to illustrate how they could work within their various approaches.

Annual meeting minutes are an important business compliance requirement, helping to keep a company in good standing with the state and maintain its protective corporate veil.

The move to focusing primarily on being a trusted advisor has been a long time coming.

Carrie Steffen of the Whetstone Group talks about why accountants need to get comfortable with forgetting what they know and learning new things on a regular basis.

Once CPAs adapt a truly innovative mindset, their whole approach to business and client relationships change.

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.

Holiday notes can be reassuring to staff and clients, foster transparency, and express and share hope and optimism.

The practice is helping clients deal with streamlining operations, reducing unnecessary expenditures and improving their profitability and cash flow.

MSPC CPAs raises $18K for a local children's hospital foundation, Santa Monica firm Gumbiner Savett collects shoe donations for a local elementary school, and and the Texas Society of CPAs starts its Month of Service.

The top firms are getting larger, stronger and better by gobbling up small and midsized firms, making it tougher to compete for talent and clients.

Currently the firm's chief marketing and strategy officer, Majchrzak will become the third CEO in the firm’s 30-year history and the first non-CPA to lead the firm.

As this unusual year comes to an end, many firms will be divvying up profits and assigning new partner salary or draw amounts for 2021. That could lead to conflict.

Now is the time to start preparing your firm for the changes on the way.

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.