December 6, 2017
Advisory Services Take Off As Revenue Channel for Accounting Firms
In the study, 61% of firms had per-client revenues of $5,500 per year, showing that investing in advisory services has become a large source of revenue for firms.
August 15, 2017
Withum Sees Success in Advising IPO Clients
According to Audit Analytics, there were a total of 64 IPOs in U.S. markets between April 1st and June 30th, of which 27 were non-Big Four clients. Thus far in 2017, the overall amount raised has surpassed all of 2016 by $3 billion and the total ...
July 31, 2017
6 Reasons Clients Don’t Pay On Time – And What to Do About It
Creating and maintaining consistent cash flow in a law firm is an ongoing effort, from initial client engagement to following up with past-due accounts. Determining the ‘why’ when your clients don’t pay on time can reveal where and how you need to ...
June 15, 2017
How Accounting Firms Can Turn Leads into Clients
Most accountants didn’t go to school for sales, marketing or business development, yet these non-technical, soft skills have become an essential part of the professional’s role, especially for those who are on the partner track.
May 23, 2017
New AICPA Guide Helps CPAs Assess Client Cybersecurity
The guide helps CPAs provide a new assurance service to examine and report on a client’s description of its cybersecurity risk management program. The resulting report will help clients demonstrate to stakeholders, customers, vendors and others that ...
April 18, 2017
Free eBook: The Power of Advisory Services: What Every Accounting Professional Should Know
Did you know that 93% of small businesses value accountants as their source of business advice? But as technology forges a new path for businesses and entrepreneurs, accounting professionals are looking to switch up their services and tap into a new ...
January 10, 2017
Ryan Acquires Clients of Nickel & Co. for Property Tax Practice
The acquisition strengthens the market leadership position of Ryan’s Commercial Property Tax practice in Oklahoma and adds a team of seasoned property tax professionals to the largest property tax group in North America. The acquisition also adds a ...
December 13, 2016
Is Your Technology Meeting Client Expectations?
Too many firms are stuck in the paper age; continuing to do things the way they always have. Beyond the aversion to change is the deep-rooted belief that if they don’t send out a tangible stack of paper, the client will question the value they ...
October 20, 2016
How Accounting Firms Benefit From Moving to Client Portals
As more people of all ages rely on mobile apps and devices to manage their daily tasks, online portals are becoming an effective method of sharing and exchanging files and information. They support two-way communications in a simple, secure format ...
October 3, 2016
How Accounting Firms Benefit From Moving to Client Portals
Within the accounting industry, clients have come to expect on-demand access to their financial documents, and an online portal environments, ensure these needs are met in a simple and secure format. The benefits of portal environments also extend to ...
September 15, 2016
Time Off, ACA Regulations and Your Small Business Clients
As you prepare to meet with your clients this fall, take the time to consult with them regarding the ACA and how they can ensure compliance.
September 13, 2016
Webinar Series Coaches Accountants On Building An Advisory Practice
Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...