Client strategies

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Lee Frederiksen
September 30, 2020 1:43 PM

Here are seven best practices to boost your website’s efficiency and effectiveness.

1 Min Read
Loerzel August podcast screen
Daniel Hood
August 10, 2020 10:49 AM

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

1 Min Read
Wilson August 2020 screen
Daniel Hood
August 3, 2020 10:55 AM

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching dive into the major issues that the COVID-19 pandemic has raised for accounting and tax firms — staff, technology, operations and more.

1 Min Read
Boarded up residential buildings in the Port Morris neighborhood of the Bronx
Julie Treppa
July 22, 2020 1:01 PM

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

5 Min Read
AT-042420-Coronavirus Revenue expectations GRAPH
Adam Tarnow
July 10, 2020 10:58 AM

As an accounting professional, these are tough days. But that doesn’t mean your practice can’t grow during this season.

1 Min Read
AT-042420- Coronavirus Services offered GRAPH
Lee Frederiksen
July 2, 2020 1:07 PM

Finding ways to not just maintain revenues but increase them is becoming Job One for accounting practices large and small in the pandemic.

4 Min Read
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SBA
Michael Cohn
June 17, 2020 11:44 AM

The Small Business Administration and the Treasury Department unveiled a simpler loan forgiveness application for the Paycheck Protection Program to reflect changes under the PPP Forgiveness Act.

3 Min Read
AT-042420- Coronavirus Services offered GRAPH
Ira Rosenbloom
June 3, 2020 11:29 AM

Highs, lows, curveballs and surprises are routine for every business, including accounting firms. Pandemics, however, are not routine (thankfully!). This crisis tests and provokes us all to the extreme.

3 Min Read
A sign advising of social distancing measures in place stands on display at the entrance to a Pick n Pay Stores Ltd. supermarket in Johannesburg, South Africa, on Monday, May 11, 2020.
Darren Root
June 1, 2020 9:00 AM

Darren Root shares why keeping your clients' comfort in mind is more important than ever.

3 Min Read
Coronavirus mask billboard in Times Square
Danielle Lee
June 1, 2020 9:00 AM

Experts share what the profession has learned from COVID-19, from CPAs being ‘small businesses’ first responders’ to the inevitability of remote work.

11 Min Read