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  • 03 Dec

    Client Assessment Checklist

    CPA firms should evaluate all potential new clients and re-evaluate all current clients on a regular basis, at least annually. This enables the firm to better monitor clients, consider any changes that might affect the professional relationship, and avoid situations that could escalate int... read more

  • 08 Oct

    Disengaging to benefit your firm and the client

    The subject of disengaging is typically thought of as (at best) unpleasant, but disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client.

    ... read more