Practice growth & client service

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This is the second of a two-part conversation. Listen to the episode or read the Q&A.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2025-01-16T09:43:29.000-05:00"></div> <h1><a href="/podcast/cpa-news-risk-resolutions-for-2025-remember-to-put-your-no-1-client-first.html">Risk resolutions for 2025: Remember to put your No. 1 client first</a></h1> <p>An author of the JofA’s Professional Liability Spotlight column explains some of the catchphrases that have resonated with her over years of providing risk management advice to CPA firms. Listen to the podcast episode or read the Q&A.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2024-12-09T08:00:00.000-05:00"></div> <h1><a href="/news/2024/dec/growth-in-client-advisory-services-set-to-continue-rapid-increase.html">Growth in client advisory services set to continue rapid increase</a></h1> <p>Firms in CPA.com’s CAS Benchmark Survey report a significant increase in median revenue and project an increase of nearly 100% over the next three years.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2024-10-01T05:00:00.000-04:00"></div> <h1><a href="/issues/2024/oct/10-tips-to-help-avoid-wire-fraud-scams.html">10 tips to help avoid wire fraud scams</a></h1> <p>CPA firms can protect themselves from falling victim to a wire fraud scheme by taking these actions before, during, and after payment processing.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2024-06-17T14:44:35.000-04:00"></div> <h1><a href="/news/2024/jun/private-equity-has-big-plans-for-small-firms.html">Private equity has big plans for small firms</a></h1> <p>Investment groups are showing record interest in the field of public accounting, leading many in the profession to look at their options while also looking inward at their business model.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2024-04-01T05:00:00.000-04:00"></div> <h1><a href="/issues/2024/apr/help-reduce-risk-with-formal-client-onboarding.html">Help reduce risk with formal client onboarding</a></h1> <p>Systematically onboarding clients can help lower professional liability risk by minimizing misunderstandings, miscommunications, and misrepresentations.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2024-03-01T05:00:00.000-05:00"></div> <h1><a href="/issues/2024/mar/diversification-or-dabbling-you-make-the-call.html">Diversification or dabbling? You make the call</a></h1> <p>Undertaking a new service or providing service to a client in an industry with which the CPA is unfamiliar, referred to as “dabbling,” can elevate the risk of errors and professional liability claims. Learn why.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2024-02-01T05:00:00.000-05:00"></div> <h1><a href="/issues/2024/feb/preparing-clients-for-lifestyle-changes-in-retirement.html">Preparing clients for lifestyle changes in retirement</a></h1> <p>Retirement planning isn’t just about the money. CPA financial planners can help clients prepare in nonfinancial ways as well.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-12-01T05:00:00.000-05:00"></div> <h1><a href="/issues/2023/dec/tips-for-building-a-firm-to-the-right-size-for-you.html">Tips for building a firm to the right size for you</a></h1> <p>Lessons learned from a practice seeking to grow better but not always bigger.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-11-01T05:00:00.000-04:00"></div> <h1><a href="/issues/2023/nov/how-mental-shortcuts-expose-you-to-wire-fraud-risk.html">How mental shortcuts expose you to wire fraud risk</a></h1> <p>Despite warnings and trainings, wire fraud claims continue to increase in frequency and severity. Here are some tips to help short-circuit your natural responses to this threat.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-10-24T10:25:00.000-04:00"></div> <h1><a href="/news/2023/oct/business-model-transformation-single-best-decision-i-made.html">Business model transformation: ‘Single best decision I’ve made’</a></h1> <p>A small-firm owner explains how the decision to cull her client base and change her billing structure netted positive outcomes on a level she couldn’t imagine.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-08-01T05:00:00.000-04:00"></div> <h1><a href="/issues/2023/aug/succession-and-practice-continuation-agreements.html">Succession and practice continuation agreements</a></h1> <p>Entering into a practice continuation agreement with another CPA can help you plan and prepare for the unimaginable, giving you, your clients, and your next of kin some peace of mind.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-07-01T05:00:00.000-04:00"></div> <h1><a href="/issues/2023/jul/mitigating-risk-of-large-fbar-and-international-tax-claims.html">Mitigating risk of large FBAR and international tax claims</a></h1> <p>Claims relating to U.S. filing obligations for foreign activity, including the FBAR, are getting increasingly more severe.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-06-13T14:08:45.000-04:00"></div> <h1><a href="/news/2023/jun/5-things-stop-doing-in-your-firm.html">5 things to stop doing in your firm</a></h1> <p>Stop putting clients first? Stop making revenue the primary objective? Presenters at ENGAGE explain how these counterintuitive moves could help move your firm in the right direction.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-05-01T05:00:00.000-04:00"></div> <h1><a href="/issues/2023/may/bad-billing-practices-can-affect-malpractice-risk.html">Bad billing practices can affect malpractice risk</a></h1> <p>Billing and collection practices may not be perceived as a professional liability risk issue, but proactively managing this risk is important to more than just a firm’s financial health. Learn why.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-04-26T14:05:00.000-04:00"></div> <h1><a href="/news/2023/apr/grow-your-firm-intention.html">Grow your firm with intention</a></h1> <p>It’s time to question whether growth is always a good thing. Growth for growth’s sake shouldn’t be the goal.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-03-30T16:22:00.000-04:00"></div> <h1><a href="/podcast/cpa-news-of-high-interest-what-rising-rates-mean-for-everyone.html">Of high interest: What rising rates mean for everyone</a></h1> <p>Higher interest rates affect more than home or vehicle purchases. Learn more about the associated risks of a high-rate environment for practitioners and the clients they advise in this podcast episode with transcript.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-02-09T17:24:43.000-05:00"></div> <h1><a href="/podcast/how-cpas-focused-on-advisory-services-can-answer-several-common-questions.html">How CPAs focused on advisory services can answer several common questions</a></h1> <p>A leader in client advisory services shares strategies for growing your CAS practice by delighting clients in this podcast episode with transcript.</p> </article> <article id="topic-article"> <div class="date-time" data-time="2023-02-01T05:00:00.000-05:00"></div> <h1><a href="/issues/2023/feb/private-equity-eyes-accounting-firms-large-and-small.html">Private equity eyes accounting firms large and small</a></h1> <p>Private-equity investors are increasingly buying into accounting firms. 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