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Category: Clients
Stat of the Day: 42% of Firms Are Turning Down Work Because There’s No One to Do It
That’s according to preliminary results from the CPA Trendlines Outlook 2024 Emerging Issues, Opportunities and […]
‘Why Does This Profession Think There Ought to Be No Client Left Behind?’
Our 2024 Predictions For the Accounting Profession survey is still open and we invite you […]
BST & Co. Got Sick of Hounding Rudy Giuliani to Pay His Bill So Now They’re Suing Him
Clients are THE WORST. INSIDE Public Accounting Top 300 firm BST & Co. of New […]
Save the Date: National ‘Leave Your Accountant the F*ck Alone’ Day is This Friday
I said I would so here we are. Making a note of this so we […]
You Are Not Charging Enough
Psst. Hey, you. Yeah, you. We are speaking on behalf of the universe with a […]
4 Ways PBC Management Makes Busy Season Less Sucky
For CPAs, accountants, and auditors, busy season sucks. The stress can take a serious toll […]
Spreadsheets Suck, Say Clients
We all have that one friend whose door is always open to us. This person […]
Is It Time to Renovate Your Practice?
Remember those home renovation reality shows that were all over the place in the 2010s? […]
CPAs: 3 Ways Direct Indexing Can Help Your Clients Level Up Their Charitable Gifting
Direct indexing is an investment strategy that can help your clients take charitable gifting to […]
CPAs: Make Direct Indexing Your Estate Planning Secret Weapon
Traditionally, the role of accounting professionals in estate planning has been tertiary at best, with […]
4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients
Pop quiz, CPAs: What do you tell a client who asks you about the tax […]