Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
June 22, 2022
How to Set Business-Driving Goals with Your Clients
Good communication between CPAs and their clients is essential when crafting business-driven goals. CPAs and their clients should be a team, working together with a shared vision. Be clear with clients about what they want to achieve, and help them ...
June 22, 2022
Creating Your Path to Advisory Services
The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...
June 22, 2022
Three Ways Accountants Can Surpass Customer and Prospect Expectations with Technology
With the nature of accountants’ work skewing toward ‘very busy’ each year-end and in the spring, finding new revenue opportunities is understandably pushed to the bottom of an accountant’s priority list until the slower summer months. Don’t let the ...
June 22, 2022
ITA Doubles Down on CAS at 2022 Spring Collaborative
The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, continued to expand its Client Accounting Services (CAS) track ...
Firm Management June 21, 2022
Report Shows Trends Affecting Firms
Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice management challenges in 2021.
June 21, 2022
Report Shows Trends Affecting Firms
Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice ...
Firm Management June 20, 2022
Houston-based CPA Firm Calvetti Ferguson Moves to TC Energy Center
TC Energy Center is LEED Gold certified and one of the state's tallest and most beautiful buildings. The building will offer amenities such as a fitness center, an onsite coffee shop, and multi-purpose rooms for large meetings once renovations in these spaces are completed later this year.
June 20, 2022
Nashville-Based Price CPAs Team Members Join CLA
Price CPAs has been serving the local community since 1953, continuously growing the services it provides to clients throughout Middle Tennessee in order to make a positive difference in the financial experience for clients.
Firm Management June 16, 2022
Accounting Firms Elliott Davis and Whitley Penn Are a Merger Match
There is going to be a new public accounting firm later this year that is expected to become one of the top 25 largest in the United States by revenue: Elliott Penn. It is the love child of top 50 firms Elliott Davis and Whitley Penn, which announced ...
June 16, 2022
Accounting Firms Elliott Davis and Whitley Penn Are a Merger Match
There is going to be a new public accounting firm later this year that is expected to become one of the top 25 largest in the United States by revenue: Elliott Penn. It is the love child of top 50 firms Elliott Davis and Whitley Penn, which announced ...
![16-7[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2022/06/16_7_1_.62ab50b666919.png)
June 16, 2022
How Technology Can Empower Firms to Cut Costs and Future-Proof Business During Tumultuous Times
As economic conditions continue to unfold, investments in digital transformation, including back-office automation, continue to rise. Organizations of all sizes realize they can’t afford to rely on the old ways of doing business and are turning to ...
June 14, 2022
Move Beyond Wishful Thinking
Expand your thinking, move past the easy answer, and go on a journey to determine the problem at hand. If you can learn those skills, it will set you on the path for true success, make you a better advisor, and if you ever get the chance to make a ...