Practice growth & client service

Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.

As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.

Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.

Accounting firms looking to connect with NextGen talent and clients need to learn about what they value and how they like to communicate, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.

Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.

The best way to engage NextGen clients is to get to know them and learn their needs and how they like to do business, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.

NextGen clients are more likely than traditional clients to be searching for a virtual service or remote service model for accounting, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.

Online tax preparation software disrupted the accounting marketplace by empowering people to do their own taxes. The lesson tax CPAs learned is that they had to provide a greater level of service, says Kimberly Ellison-Taylor, CPA, CGMA.

Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.

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