Are You a Passionate Accountant?

Take this quiz to see whether you’re phoning it in. Do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges? Selling value-creation advisory services is truly a slam dunk with most … Continued

What Goes in a Client’s Permanent File?

We’ve found at least 50 items. What would you add? By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: What type of information should be kept in, or as, permanent files? RESPONSE: A permanent file should be maintained for each … Continued

6 Ways to Move Beyond Compliance Services

Becoming a ‘trusted advisor.’ By Sandi Smith Leyva The Accountant’s Accelerator Here’s a question: What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS representation; bookkeeping; QuickBooks setup, cleanup and training; payroll; and audit … Continued