OUTLOOK & ANALYSIS

Getting New Clients and Leveraging Technology Top List of Accountants’ Plans

top 5

Survey shows new sense of confidence – and urgency.

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By Rick Telberg
CPA Trendlines

Tax and accounting professionals are hoping to make 2014 the year of working smarter, instead of harder, according to a new CPA Trendlines survey.

In general, the goals and objectives as described by more than 200 accountants suggest a new surge of confidence in their business and in their clients’ businesses, and a new sense of urgency in upgrading their practices or moving on.

The survey is part of a CPA Trendlines project, now in its eighth year, tracking the shifts in strategy and objectives in the profession. It measures sentiment on 21 or more strategies and tactics, and goals and ambitions across firms of all sizes nationwide.