Practitioners share their plans and thoughts on how COVID-19 is changing client interactions.
Despite the many, many downsides of COVID-19, one of the biggest silver linings has been that it forced CPAs and accountants into being true advisors to their clients.
There are two key areas that CPA firms should closely watch to manage audit fees in 2020.
When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.
The worst thing we can do is nothing. Accounting firms need to stay in the game, stay ahead of their competition and stay in front of clients.
Dress like a professional wherever you work.
The COVID-19 pandemic flipped our working world on its head.
Firms may want to trade short-term cash for long-term goodwill.
Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.
Here are some practice management suggestions for the new normal.