Firm Management October 12, 2023
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
Mergers and Acquisitions October 11, 2023
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Advisory October 5, 2023
Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.
Firm Management October 4, 2023
Schneider Downs Wealth Management Names New CEO
Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.
Small Business October 4, 2023
Spend Management is the Next Focus for Client Accounting Services
Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.
Advisory October 3, 2023
Client Relationships 2.0: Enhancing Trust with Expanded Offerings
Prioritizing communication, building a client-centric culture and gathering feedback will help you strengthen that trust while meeting your client’s needs and adding value.
Small Business October 3, 2023
AI Stats and Trends for Small Business Marketing
The small businesses who are currently using tools powered by AI overwhelmingly agree that it is making their businesses more successful. They are working more efficiently, saving money, improving customer experiences, and growing quicker.
Accounting September 25, 2023
How to Accurately Price Advisory Services
It involves an understanding of your clients' unique needs, the complexities of their business, the value your firm is offering and bringing to the table, and the competitive landscape.
Advisory September 12, 2023
CPA.com and Good.Lab Partner to Help Accounting Firms Provide ESG Advisory Services
CPA.com is spearheading efforts to support firms with strategy and business model design around ESG.
Accounting September 1, 2023
CAS 101: Building a CAS Practice
Building a CAS practice can take time but data shows it is more than worth the investment — survey data indicates that 72% of respondents indicate that they have a strong growth pipeline for their CAS offerings.
Accounting September 1, 2023
Navigating ESG Reporting Pitfalls: A Guide to Mitigating Potential Failures
When properly managed and prioritized, financial, operational and legal data has the potential to contribute significant strategic value to a business that extends far beyond meeting compliance requirements.