News & Analysis as of

Accountants Client Services

IR Global

Establishing a Client Advisory Board

IR Global on

Accounting business leaders need an excellent understanding of the MARKET to make good decisions on new services, marketing, communications, branding, Client service, pricing and even hiring. One of the best sources of...more

IR Global

Reducing Workflow Interruptions

IR Global on

Accountants tend to be polite and accommodating with colleagues and Clients. That’s a good thing!...more

IR Global

Finding Opportunities in Client Files – A 7-step Process

IR Global on

A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’....more

Society of Corporate Compliance and Ethics...

AICPA committee proposes changes to records requests rule

ethikos 34, no. 10 (October 2020) - The American Institute of Certified Public Accountants (AICPA) drafted proposed changes to a rule that allows members to withhold records from a client if the client does not pay the...more

Mitchell, Williams, Selig, Gates & Woodyard,...

Tax Practitioners May Use Return Information to Market to their Return Preparation Clients, But Some Use and Disclosures Require...

Accounting firms have specific rights and duties that come into play when they market to their clients using data gleaned from the return preparation process. The general rule is that returns and return information cannot be...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Just say sorry

I once referred work to an accountant for a retirement plan audit. He did a terrible job and there were issues regarding his ability to do the work. Making a lousy referral is even worse than doing poor work of your own...more

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