CAS
Tax Advice for Business Clients Closing Out 2019
As 2019 comes to a close, many tax professionals are already providing their small business clients with tax planning advice for tax year 2019, in addition to tax compliance services. Tax reform presents a good opportunity for all practitioners to ...
7 Questions to Help Grow Your Advisory Services – Free Whitepaper
Practical advise for accountants looking to move beyond basic offerings.
Firm Celebrates Client Experience Week
With more than 2,000 people, Dixon Hughes Goodman ranks among the nation’s top 20 public accounting firms. Offering comprehensive assurance, tax and advisory services, the firm focuses on major industry lines and serves ...
Understanding Your Clients’ Challenges is the First Step
By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...
Jim Peko to Lead Grant Thornton’s National Advisory Services Practice
Grant Thornton LLP has named Jim Peko as the national managing principal of its Advisory Services practice. In this role, he will oversee the strategic direction and operations of the firm’s advisory-services offerings.
Leveraging the Four Cs to Automation and Advisory
When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...
3 Tips to Organize and Strengthen Your Client Relationships this Summer
As we become a more technologically advanced society, the high value we place on human interaction has surprisingly remained intact. That’s why now more than ever, many financial companies are integrating human-centered strategies into their business models. From Capital One introducing banking cafes to CPA firms providing more face-to-face advisor experiences, the human touch has […]
Focus on the Digital Client Experience and the Revenue Will Follow
A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.