May 13, 2014
BDO Acquires Fort Worth Accounting Firm
The national accounting and business services firm BDO USA is acquiring the Fort Worth, Texas-based firm of Hartman Leito & Bolt, the firms announced on Wednesday.
May 13, 2014
How to Discourage Clients from Price Shopping
Do clients ever tell you they’ve priced-shopped your services? Do they ever leave with no explanation, maybe because they were price focused? Or are you worried you’ll have to lower your prices or continue to forego increases in order to retain good customers?
May 13, 2014
Holistic Accounting – A New Approach
In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.
May 13, 2014
Accounting Firm Named One of the Best Places to Work
It's not a Big 4 firm, but Crowe Horwath LLP is gaining major recognition, being named as one of the best places to work in the U.S. and by local programs in Florida, Georgia, Illinois, Kentucky, Michigan, New Jersey, Ohio and Texas as well.
May 13, 2014
Tools for Helping Shoebox Clients Get Organized
When I look back on my time in practice, some of the biggest lies I ever told myself related to shoebox clients ever getting more organized on their own. I always wanted to believe that the client wanted to have a more structured organization system for their finances.
Firm Management May 12, 2014
Are You a YOUtility? How Smart Accountants Are Helping, Not Selling
If you haven’t heard of the YOUtility concept, you are missing out on the most important marketing concept of the mobile age. YOUtility is a new way of marketing your firm’s services that enables you to become inherently and genuinely useful to prospects and clients.
May 12, 2014
LEAN up Your Firm’s Tax Season Debriefing
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.
May 12, 2014
Looking Back at TY 2013 and a Look at What Lies Ahead
Intuit takes a look back at Tax Year 2013 and projects what changes lie ahead for the tax profession and its products.
May 12, 2014
How to Make Next Busy Season Less Busy
Late nights of tax filings and days dispensing client advice are easily worth your fees. But how about valueless hours spent tracking down documents, exchanging e-mails, or educating staff? Compounded across all your clients, engagements, and staff, imagine how it adds up. Is this what’s (literally) keeping you up at night?
May 12, 2014
Get Intentional About Innovation in Your Firm
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
Training Trumps Tools
Most of the time in this column, discussion of the best or most promising technology tools is a primary source of interest. However, every once in a while a return to fundamentals is needed. One fundamental that has been consistently problematic for all size of firms is training. Frequently the need for training is either…
May 12, 2014
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