IMGCAP(1)]When I started out I lost clients. Very few, but still losses. Some couldn’t be helped, such as a bank wanting a larger, more established and better capitalized firm. But some, early on, ...

During the COVID-19 pandemic, CPAs worked diligently on behalf of their clients and, in many cases, formed tighter bonds with them. If their clients owned businesses, they may have helped the clients ...

Referrals are a major source of new business for CPA firms, but they aren’t the only way new clients find their next CPA. Finding out how clients found your firm can help you develop strategies to ...

Every week there's a new headline, a new tool or a new platform that claims artificial intelligence will "transform" our ...

Harsh Patel is the CEO & Founder of Water and Shark. He writes about Leadership, Global Expansion & Insights on Business across the globe. In the ever-evolving landscape of finance and law, artificial ...

DALLAS--(BUSINESS WIRE)--In February, 2022, BaCo Tech announced that it would be rebranding to Once Accounting Technologies. It launched a temporary logo and webpage to explain the rebranding. As of ...

Referrals are great. But let’s face it: Relying on them alone won’t fuel consistent growth. Today’s accounting clients expect quick answers. They demand clear value and personalized service. And with ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

Enrolled Agent-led firm brings over two decades of small business experience to Greater Phoenix area contractors and service companies. When you call with a question, you shouldn’t have to wait three ...