Firm & Practice Management


7 Steps to Build Strong Client Relationships
 

7 Steps to Build Strong Client Relationships

Posted: August 28, 2018
Beyond technical skills, building relationships with clients early on is crucial to growing and succeeding at a CPA firm. Here are seven ways to develop strong client relationships.


Minding the Expectation Gap in a CAS Engagement
 

Minding the Expectation Gap in a CAS Engagement

Posted: August 1, 2018
Misalignment of expectations between a client and a CPA firm for a client accounting services engagement can lead to professional liability for the firm. Being selective in client selection and clearly defining the scope of the engagement can reduce risk.

Planning for the Future
 

Planning for the Future

Posted: May 16, 2018
Preparing for the future of one's own firm can be far more daunting to CPAs than planning for those of their clients’. From making themselves more marketable to succession planning for the firm, CPAs today need to not only adapt to changes in the accounting profession but learn to thrive in spite of them.