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 AICPA Honors Professional for Public Service

May 19, 2014 

AICPA Honors Professional for Public Service

The American Institute of CPAs (AICPA) awarded Diane Cornwell, CPA with its 2013 Public Service Award for Individuals. The annual award honors members of the AICPA who have made significant contributions to their communities. She received the award at the spring meeting of the Institute’s governing Council in Scottsdale, Ariz.

 The Secret Sauce to Beating the Competition

May 15, 2014 

The Secret Sauce to Beating the Competition

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Hugh Duffy

 Intuit Marks First “Accountant Day”

May 14, 2014 

Intuit Marks First “Accountant Day”

On May 8, Intuit market the first-ever Global Accountant Day (Twitter: #accountantday), bringing the company's more than 250 accountant-facing employees a challenge to put aside their day-to-day work to reach out and interact with an accountant.

 The Friendliest Cities for Small Business Workers

May 14, 2014 

The Friendliest Cities for Small Business Workers

Small businesses employ about 47% of non-government workers in the U.S., pay more than 40 percent of the private payroll, and create more than 60 percent of the new jobs added over the past 20 years, according to the U.S. Small Business Administration. However, not all states and cities are the same when it comes…

Isaac M. O'Bannon

 BDO Acquires Fort Worth Accounting Firm

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.

maze1

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?

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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.

Dave McClure

 Tools for Helping Shoebox Clients Get Organized

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.

Brian Tankersley

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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.

Roman Kepczyk