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2019: client service moves to fore

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advisory services crop up in a couple of ways.

by carrie steffen
the rosenberg survey: national study of cpa firm statistics

we’re seeing what i would call cautious optimism. optimistic because we’ve had a relatively good growth year for most, but cautious because firms are struggling with the question of how to sustain that growth and remain relevant in a changing environment.

more from the map survey: 2019: expect more alliances | 2019 trends: client service changes | 2019: shifts in hiring & office space | 2019: firms grapple with change | staff policies improve, but not mentoring
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merger activity continues at a steady pace, with some firms looking at non-cpa firm mergers, such as cybersecurity firms, in response to the relevancy issue.
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fear of success

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man with head down on desk, sticky note with "help" writte on it on baseball capselling is not just good business, it’s a moral obligation.

by michael rozbruch, cpa
the irs audit notice checklist

earlier this fall, roslyn and i attended a smooth jazz concert with a few of our friends. roslyn is a big jazz fan, and i’m starting to get there, too.

more: what do taxes and wedding dresses have in common? | 2 emerging industries for tax resolution | social media’s place in your marketing strategy | kpis that accounting firms don’t measure but should | 10 tips for maximizing referrals
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the show we caught, dave koz & friends’ summer horns tour, was part of an outdoor concert series, and the artists were incredible. dave koz was playing with other big talents, like richard elliot, gerald albright, and rick braun. it was fabulous – two hours of great jazz music that spanned from duke ellington to kool & the gang.
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the latest fraud problem: synthetic identities

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bonus: 5 steps for prevention.

by barry j. friedman, cpa
industrynewsletters

by combining some factual stolen information with completely fake information, thieves convince banks and credit monitoring companies that a fake identity is real. the “bad guy” is not pretending to be the person whose information was stolen or acquired; rather, the data is being used to create a brand-new identity. thus, the phrase “synthetic identity theft” is born.

more: why padding tax deductions is a risky proposition | yes, home equity loans may still be deductible | social security hike the largest in 7 years
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but how do these scams work?

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