Business Advisory Services

A Perfect Match: Choosing Referral Partners That Add Value
 

A Perfect Match: Choosing Referral Partners That Add Value

Posted: June 18, 2019
Today’s CPAs serve as true partners and trusted advisors to clients, becoming inti­mately familiar with each client’s growth, plans and struggles. This means that when the need may arise to augment in-house services, most CPAs won’t partner with just anyone.


The Changing World of Trusted Advisors
 

The Changing World of Trusted Advisors

Posted: May 6, 2019
For accounting firms to be more of a trusted advisor to clients involves management awareness at the top and open minds at every staff level. Find out the most efficient ways to accomplish this.

Cross Selling: How to Mine Current Clients for More Services
 

Cross Selling: How to Mine Current Clients for More Services

Posted: April 5, 2019
CPAs must transition from generic accounting and compliance services to advisory services in order to stay relevant. Cross-selling and offering additional services to current clients is key — not only to bolster the firm’s bottom line but to ensure a proper transition of the practice into the future.

Trust Is Just the Beginning
 

Trust Is Just the Beginning

Posted: March 22, 2019
The challenge for the accounting profession is to stop settling for being the most trusted advisor. Use that as a springboard to being something else, something potentially much greater: the most valued advisor.

CPAs Acting as Interim CFOs: How to Manage the Risk
 

CPAs Acting as Interim CFOs: How to Manage the Risk

Posted: January 18, 2019
Professional liability insurance policies generally exclude coverage for services rendered when the policyholder also performs management duties or assumes management responsibilities on behalf of the client. Here are some simple precautions to better protect yourself, your firm and your stress level.


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