As a successful accountant, you are no stranger to risk. Whether working with individuals or business owners, you help your clients navigate a wide variety of economic, regulatory, political and ...

It wasn’t until after he retired that Richie Retiree, CPA, received an ominous call. A former client had undergone an IRS audit, and the auditor disagreed with positions taken on the return, assessing ...

Source: Nashua Volquez. Pexels open access. Although elders face a different set of challenges than younger clients, working with elderly clients can be incredibly rewarding. With the right ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

Work Product Considerations When Returning a Client File The bigger question can be what to do with work product inside the client file. These attorney-generated documents like notes or memoranda ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Bad clients destroy businesses. They haggle over prices, question every decision, and make you dread checking your inbox. Your energy tanks after every call. Your best work goes unappreciated. What if ...

In wealth management, the gravitational pull toward RIAs hasn't slowed down. Advisors continue to peel away from wirehouses and brokerage firms in favor of the independence, flexibility and ...