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Small U.S. accounting firms and their consultative future

Abrigo

The recent Accounting Firm Operations and Technology Survey (AFOT), available as a PDF eBook at CPA Trendlines , produced by Randolph P. percent provide tax preparation services. percent provide tax preparation services. Coming as no surprise, the data shows 92.2 Whereas 77.7 Whereas 77.7

eBook 220
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New guide focuses on improving cash flow to grow the business

Abrigo

Additionally, the guide includes an overview of technology that helps create and accelerate cash flow, from smartphone-enabled credit card readers to business intelligence software. The eBook concludes with a one-page practice aid that briefly summarizes and includes quick tips on how to “Avoid Cash Flow Catastrophes.”

eBook 170
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Retaining and building loyalty with the “right” accounting firm clients

Abrigo

In addition, without cultivating relationships with the “right” client, accounting firms are apt to be replaced eventually by competitors – or perhaps even technology. “As At the end of the day, a good client is someone who’s more than just the underlying compliance client – they’re consultative clients as well.”

eBook 150
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Offering advisory services: Piecemeal or holistic approach?

Abrigo

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

Honolulu 150
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Poll: Accountants want substantially more revenue from advisory services

Abrigo

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Experts offer numerous tips.

eBook 150
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What’s keeping your firm from providing advisory services?

Abrigo

For at least a decade, the accounting profession’s thought leaders have preached the need for accountants to grow advisory services, and many firms would like nothing more than to reduce their reliance on tax returns and other compliance services to generate revenue.

eBook 150
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How to increase revenue this busy season without adding clients

Abrigo

Experts have been saying for years that accounting firms’ clients in the future will seek less help related to compliance and more advisory help managing their business. For a handy list of topics that can help you get the conversation going, download a free worksheet, “ Tax season prep: A worksheet for client meetings.”

How To 150