Practice and client management

Coaching programs aid in recruitment and retention.

CWS CPA LLP has started a new online tax preparation business this tax season known as Henry.tax, staffed by CPAs, including stay-at-home parents who work part-time.

Art Kuesel on the importance of valuing your VIP customers.

How well does your firm disagree? “Healthy conflict” is not an oxymoron at high-performing CPA firms. It’s a proven way to make sure the best ideas win and best decisions are made.

Everyone has a system for managing tax season. Some are good, some are just so-so, and some stink.

Belfint, Lyons & Shuman unveils new website; NJSCPA launches Find-A-CPA directory; and more news from CPA offices across the country.

The firm's first annual 'Founder's Award' recognized Imagine: A Center for Coping with Loss in New Jersey.

The new offering is designed to help employees plan more collaboratively with finance departments.

Surprisingly, the expansion into broader advisory services has been slow and limited at most firms.

Taxpayers who prepare their own returns can sometimes end up being new clients.

A few accountants recently called me to vent about being shorthanded and asked for suggestions on how they could get through tax season without turning down any business or dropping clients.

The Big Four firm had the larger number of new clients for the year, but the Seattle firm netted the most.

Many smaller firms can’t capitalize on the opportunities that may be in front of them because their leadership and corporate governance aren’t properly aligned.

Prager Metis relocates in N.J.; Cherry Bekaert hosts private equity summit; and more news from CPA offices across the country.

The Cincinnati firm marked its 80th anniversary by supplying new decontamination units for its "Healthy Heroes" campaign.

The Internal Revenue Service is making progress on improving its authentication processes after a string of data breaches on some of its e-Services and online apps, but some of the improvements haven’t been completely implemented, according to a new report.

Art Kuesel on how staying engaged with clients can be the difference between an 'achievable' goal and one that's 'out of whack.'

The Internal Revenue Service’s processes for assigning Individual Taxpayer Identification Numbers don’t always manage to identify fraudulent or incomplete applications, according to a new report.

A technique I have become comfortable with is Managing by Wandering Around (MBWA).