September 13, 2021
Unless something drastic changes in tax law or financial regulations, your clients will continue to need tax returns and financial statements. These continue to be profitable areas in an accounting firm, even as advisory services take up a growing ...
September 6, 2021
It is nice to see the last few stressful years fade in the rearview mirror. With the Tax Cuts and Jobs Act (TCJA), handling the pandemic, PPP, PPP2, and the changes in tax deadlines, most practitioners report that these years have been among the ...
August 27, 2021
Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...
August 26, 2021
Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
August 23, 2021
“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.
August 22, 2021
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
August 13, 2021
In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.
August 2, 2021
Avantax, a developer of tax-focused financial planning solutions, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
July 31, 2021
Pundits in the profession continue to promote the thinking that audit and tax compliance are gone and that your firm needs to pick a new service line to survive. But, did you look at your firm’s financial success last year? And the year before that?
July 20, 2021
As the oldest and largest independent provider of cost segregation studies in the country, MS Consultants has completed more than 20,000 studies for property owners in its 25-year history. MS Consultants’ team boasts more than 250 years of combined ...
July 7, 2021
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...
July 6, 2021
It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...