Client strategies

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.

Your clients don’t want to have to pick up the phone and wait four days for an answer.

You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.

Finding ways to not just maintain revenues but increase them is becoming Job One for accounting practices large and small in the pandemic.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

Less than two hours a week can take your practice to the next level. Look what happens when you apply the 80/20 rule to the 80/20 rule.

The Small Business Administration and the Treasury Department unveiled a simpler loan forgiveness application for the Paycheck Protection Program to reflect changes under the PPP Forgiveness Act.

If staff do not learn, they won’t grow and neither will the firm.

Highs, lows, curveballs and surprises are routine for every business, including accounting firms. Pandemics, however, are not routine (thankfully!). This crisis tests and provokes us all to the extreme.

Darren Root shares why keeping your clients' comfort in mind is more important than ever.

Experts share what the profession has learned from COVID-19, from CPAs being ‘small businesses’ first responders’ to the inevitability of remote work.

Gale Crosley shares how Top 100 Firm Grassi & Co. wrote the book on reinvention.

Despite the coronavirus, firms can’t afford to stop looking for prospects

The SBA’s form clarifies some issues, but still leaves questions to be answered.

Do you have someone on your team who’s not flourishing and developing?

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

You may find more similarities among your clients than you expect.

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

Professional services firms need to adopt a business catalyst mindset to drive value acceleration.