by Chuk Moran | Apr 18, 2024 | Uncategorized
Cross-selling is a strategy where a CPA firm offers additional services or products to existing clients beyond their primary service offering. Here are several ways a CPA firm can effectively use cross-sales to increase revenue: Identify Client Needs: Conduct thorough...
by Chuk Moran | Apr 18, 2024 | Uncategorized
One thing you should never do with a client, especially when dealing with high net worth individuals, is to compromise their trust or confidentiality. Maintaining the confidentiality of client information is paramount in the CPA industry, as high net worth individuals...
by Ankit | Apr 10, 2024 | Uncategorized
One of the most pressing issues facing the CPA industry when it comes to high net worth individuals is the increasingly complex and evolving regulatory landscape. As high net worth individuals often have diverse and sophisticated financial structures, including...
