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.
Accounting April 30, 2026
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
April 30, 2026
April 28, 2026
April 28, 2026
March 21, 2022
Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.
March 21, 2022
Founded in 1946 and based in New York, NY, Popper & Company LLP has 24 professionals and staff serving clients in the New York metro area, Florida, California, Texas and other states. Popper & Company provides sophisticated tax planning, tax compliance...
March 14, 2022
CAS is one of the fastest-growing revenue-generating segments for accounting firms. In fact, 42% of accounting firms now offer CAS. Along with increased revenue, CAS services can help firms improve client relationships and work fulfillment.
March 14, 2022
Dee has more than 25 years of public accounting experience. During her career she has provided federal and international tax services to privately held corporations, partnerships, individuals and nonprofit organizations.
March 14, 2022
The best way to get reviews from your customers on the platform you prefer is to ask them. If you notice a particularly happy client, don’t be afraid to ask. On the other hand, avoid requesting reviews from anyone who has had any recent, unresolved ...
March 14, 2022
Accounting firms need a workforce planning tool that enhances efficiency and enables informed decision making. Legacy processes, including using spreadsheets and requesting data via email, don’t allow workforce planning visibility and require staff to ...
March 13, 2022
When you’re worried about holding on to your talent, creating new business opportunities might not be top of mind. But I feel strongly that if you focus on these four things, you can positively impact your people while setting the firm up for growth.
March 11, 2022
Doing more work virtually allowed them to scale their services by cutting commute time, increasing their recruiting to the entire country, and more. His company figured out how to work remotely, and how to work with clients remotely, even before the ...
March 10, 2022
The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce that Julie Greenwood, CPA recently participated in a panel discussion put on by Home Healthcare, Hospice & Community Services (HCS) in Keene, N.H.
March 10, 2022
Accounting firms that delay offering e-payment options to their clients are well behind the times, while firms that are not using proprietary, in-system payment tools are sacrificing efficiency.
March 8, 2022
Professionals on the Move is a round-up of recent promotions and hiring announcements around the profession.
March 8, 2022
The move benefits growing companies – from manufacturers and service industries to engineering and construction – looking to transform their critical business processes. Adopting digital ERP systems is a smart solution that enables seamless customer ...