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
amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued
and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued
cpas share their war stories and their winning strategies. by rick telberg/at large almost every accountant has a story of a client who is more than just a little difficult, which we reported a couple weeks ago in “have you … continued
service, satisfaction and expectations 卡塔尔世界杯常规比赛时间 research by bay street group llc get the answers from hundreds of other cpas and firms on: how firms track client satisfaction measuring how clients rank – a, b, c, or d the best … continued
answer: business owners. but what’s the best way to reach them?
by rick telberg
ever wonder who makes the decision on which cpa firm to hire? when we asked whom cpas think the decision-maker is, only one clown said, “wife of owner rules.”
just about everybody else figured the decision-maker is the owner herself. or himself. about eight in 10 of respondents agreed on that.
only seven percent thought the cfo makes the decision, while five percent said it’s the ceo. read more →