Practice and client management

Accounting firms need to become more adaptable in the face of the COVID-19 crisis

Don’t waste the coronavirus crisis: Follow these seven steps to re-evaluate your strategy plan.

Make note of what your firm is doing right – and wrong – through this crisis.

Difficult times hold up a mirror to your practice. What will you see?

What you're charging clients is a delicate subject even in the best of times, and the current crisis makes it even more uncomfortable. Sarah Dobek of Inovautus Consulting offers advice on how to handle this complicated topic.

The State of Connecticut Insurance Department has launched an initiative to work with local accounting firms on a program to expand their presence in the captive insurance company market.

Billing and invoicing tools are critical for keeping the cash coming in.

State CPA society leaders share how accountants are responding to the pandemic — and the new opportunities it is creating

PricewaterhouseCoopers has developed a contact-tracing app as the Big Four firm looks forward to reopening its offices during the coronavirus pandemic and tries to help its clients safely open theirs as more states announce plans to gradually lift their stay-at-home orders.

Some firms may think now is not the time to be reaching out to new clients -- but they can't afford not to keep prospects moving through their pipeline, says business development consultant Art Kuesel.

We just got through a most unusual “tax season,” with taxes pushed aside at the beginning of April to be consumed with the SBA and PPP.

A recent Accounting Today survey reveals how firms are handling the pandemic.

The rules surrounding the Payroll Protection Program (PPP) under the Coronavirus Aid, Relief and Economic Security Act (CARES Act) are evolving. It is very clear that accountants will play a critical role.

The ‘End User Era’ means companies need to empower their employees.

You can still reach out to prospects even in the midst of the coronavirus pandemic.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

Prior to this unprecedented time for our community, I had been traveling the country for nearly 10 months, meeting with large accounting firms for one-on-one deep dives into their advisory workflows and client experience.

Wipfli LLP, a Top 20 Firm based in Milwaukee, has added Tidestone Solutions, a technology consulting firm in Portland, Maine, effective April 16.

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.

In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?