Using client continuance strategies to control busy season

01/13/22 • 22 min

Transforming: Tales of Business Evolution

On this episode of the Small Firm Philosophy podcast, you’ll hear a clip from the AICPA’s November 18th Town Hall series featuring the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small firms, Bill Pirolli, AICPA Chair and CPA.com’s CEO Erik Asgeirsson. This panel of experts discuss client acceptance and continuation decisions small firms can make before busy season.

Resources mentioned in this episode:

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour.

Register for the next AICPA Town Hall series. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

Resources mentioned in this episode:

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour.

Register for the next AICPA Town Hall series. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

Previous Episode

Surviving tax season: Top strategies to prepare your small firm

The 2021 tax season is fast approaching. Is your firm ready? Listen to this episode of the Small Firm Philosophy podcast as Deb Rood, CPA and Risk Control Consulting Director at CNA shares best practices and resources to help your firm prepare for a successful tax season, this year and beyond.

Resources mentioned in this episode:

To learn more about AON, please visit cpai.com or call 800.221.3023. This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

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Resources mentioned in this episode:

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, check out our membership information or sign up for a free web tour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.