Glenn Dunlap, on Oct 14, 2021 1:13:11 PM
As firms work with us to implement a benchmarking strategy, we are often asked for examples of how other CPA firms have obtained consent from their clients as required by the AICPA. Here are a couple of examples of the language that firms have inserted in their Engagement Agreements/Letters.
Glenn Dunlap, on Sep 24, 2021 11:49:41 AM
Still not convinced that Benchmarking can be of benefit to you and your clients for analysis, planning, and decision-making? Here are a few quotes to challenge your thinking:
Glenn Dunlap, on Oct 25, 2018 8:45:00 AM
Have you ever asked, "How can we get back in front of our clients?" If so, you're not alone. Firms across the country tell us that clients are conditioned to reach out to or respond to their CPAs during compliance seasons, but don't proactively seek advice other times of the year.
Glenn Dunlap, on Oct 22, 2018 1:54:42 PM
One of the most common problems we hear from CPAs is that they have tons of client data but they can't do anything with it. The apps firms use are fantastic at completing Audits or generating Tax returns, but that's where their utility leaves firms hanging.
Kirk Enright, on Apr 26, 2018 8:26:00 AM
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Kirk Enright, on Mar 30, 2018 8:26:00 AM
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Kirk Enright, on Mar 29, 2018 10:37:00 AM
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Kirk Enright, on Mar 22, 2018 8:26:00 AM
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Kirk Enright, on Mar 21, 2018 10:37:00 AM
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Kirk Enright, on Mar 12, 2018 8:26:00 AM
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