Hoisted from Comments: Edi Osborne, Kevin Phillips. Four Tough Client Service Problems: And dozens of possible solutions from staffers… …is getting a lot of buzz. But some of the best has come from two, coincidentally, West Coast consultants. Edi Osborne … Continued
Census data shows 25% increase in home-based entrepreneurs. The number of people who worked at home increased by nearly 2 million, from about 9.5 million in 1999 to about 11.3 million in 2005, according to new data released by the … Continued
5-step action plan for addressing clients’ sales and use tax needs via SpeedTax CPA firms are well-positioned to take the lead in helping guide their clients through the complicated, time-consuming, and resource-intensive world of sales tax compliance and management, according … Continued
Accountants are not necessarily known for their outgoing personalities. So, many CPA firms have been launching soft skills training to help their professionals meet people, network better, and, hopefully, land more business. Trainer and facilitator Arnold Sanow, MBA, CSP, reminds … Continued
Still, many CPAs see a better year ahead. by Rick Telberg CPAs appear to be headed into Busy Season 2010 with cautious optimism that this year will be better, or at least no worse, than last year’s, when the economy … Continued
How to brace your clients for tough news. by Rick Telberg With October 15 now past, accountants and tax professionals are turning their attention to year-end tax planning with their clients. And there’s no shortage of topics and strategies to … Continued
With client retention the top issue for firms, we go looking for answers. by Rick Telberg At Large If you want some real answers for how to avoid losing clients, just start asking CPAs how they’ve managed to pick up … Continued
Busy season this year comes amidst the worst economic crash in a generation. How are CPAs handling it? Actually, not too badly. At least not yet. True, the economy remains the biggest worry, and collections could become an issue. But … Continued
Learn what CPAs are doing online: Join the survey; get the answers. By Rick Telberg While many CPAs are still getting used to the idea of blogs and instant messaging, many others are rushing to deploy the very newest, bleeding-edge … Continued
Some good advice for CPAs dealing with the stock market crash. by Rick Telberg/At Large Gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to CPAs for guidance and answers. CPAs … Continued
Especially in this economic climate, when clients need more help than ever, CPAs have an obligation to break out of their compliance-only mindset to help clients plan for their futures. Richard L. Engebretson, vice president at WealthStar Alliance, a service … Continued
Accountants too often fall into the trap of relying too heavily on their tax preparation software. “They look at the input screen and think it will prompt them for questions to ask, and they’ll get their clients all the deductions … Continued
And how to save them from themselves. CPAs interested in providing personal financial planning don’t need to do it all. The secret to success in PFP is finding the right partners, according to Michael David Schulman, CPA/PFS, third generation owner … Continued