CAS

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

If you could plant a seed this busy season that would help you grow your business the rest of the year, would you do it?

Anthony Carmello and Anthony Swanson named winners in Leadership and Strategy Consulting categories, respectively.

New agreement gives CPAs in both countries access to same resources, credentials in rapidly growing, highly specialized practice areas.

Accountants, especially during busy season, have significant demands on their time, so it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints.

It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send them additional documents.

The Internal Revenue Service has announced the selection of three new members and a chairperson to the Electronic Tax Administration Advisory Committee (ETAAC).