DO NOT Embrace These Changes

… unless you want to grow your business. By Wesley Middleton Middleton Raines LLP This is not only directed at the profession of CPAs of which I am a proud member, but to the clients we serve. I see so … Continued

25 Things Customers Love

The best strategies from the best companies. By Arnold Sanow In today’s fast-changing and competitive environment, excellent customer service is not only nice but essential for success. In fact, the only way to differentiate yourself and to become less … Continued

It’s Not Sales. It’s Your Duty

How to suggest additional services to clients and why you’re doing them a disservice if you don’t. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I always feel awkward telling clients they need additional services that I should perform … Continued

Savvy CPAS Focus on the Constants

Don’t be distracted by the hot trend of the moment. In “10 Things That Accountants Didn’t Need to Worry about 10 Years Ago,” CPA Trendlines contributor Hitendra Patil generated reader reactions with some provocative thoughts about a tsunami of trends. … Continued

Closed for Tax Season? Looks That Way

Automation can send the wrong message. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I have an automatic email response and some clients and contacts criticized me for it. I am overloaded during tax season and this takes some … Continued