By CPA Trendlines Research
You don’t have to lose clients just because they’re retiring.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Retirement opens up new opportunities for new services. Here are 10.
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New platform helps firms counter AI-driven margin compression and client churn.
4impactdata, the decision intelligence platform that turns a firm’s entire client base into a source of revenue growth, iks rolling out 4ID Foresight, a strategic foresight layer that cuts through the noise in a firm’s book of business to identify the signals that matter up to 18-24 months before they surface, and the specific actions to take because of them.
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“Proactive guidance is the difference between losing a client and growing one. That’s what 4ID Foresight makes possible,” says Eric Eager, CEO of the Plano, Texas, startup. “Most firms are reacting to problems that were visible years ago, if you knew where to look. 4ID Foresight shows you where.” Eager is a CPA Trendlines contributing author.
For years, firms have managed growing K-1 complexity by adding staff, spreadsheets and point solutions. That approach is reaching its limit.
Private-market investing is exploding. Investors expect faster reporting. Regulatory demands are mounting. Experienced tax professionals are becoming harder to recruit and retain. And, AI is reshaping how technology is purchased, how services are delivered and how operational performance is measured.
Beth Bellor, the long-time managing editor for CPA Trendlines Research, has died at age 62.
“Beth was an extraordinary journalist and an extraordinary person. She made us all better people and better professionals,” says Rick Telberg, publisher and editor. “She will be missed.”
Bellor served CPA Trendlines as a senior editor, researcher and production director since 2013, managing all aspects of content development and distribution. Her background included a distinguished career in journalism, ranging from newspapers and magazines to books and new media.
By CPA Trendlines Research
It’s helpful to know about a potential client before taking them on.
MORE Listicles here
Are they organized? Careless? Complicated? Honest? What’s their attitude toward paying taxes? Where do they need help? Here are 10 questions to ask before you commit yourself.
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