A Guide for CPAs: How – and Why – to Introduce Clients to Specialty Accounting and Tax Services

By Chris Vignone
December 1, 2020

A Guide for CPAs ebook

We’re pleased to introduce a new ebook we’ve created specifically for the CPA community. It’s titled, A Guide for CPAs: How – and Why — to Introduce Clients to Specialty Accounting and Tax Services. You can download it for free. Here’s some background on why we believe it’s important.

PM Business Advisors is a division of a regional accounting firm – Prager Metis. PMBA consultants, as well as the CPAs at our parent company, have worked at Big Four firms and/or have operated successful CPA firms that merged with us. In addition, a significant sector of PMBA’s clientele is CPA firms. Our CPA clients work with us to bring more value to their clients, often as part of a growth and client retention strategy.

Sharing our Experiences

Why am I sharing this? Among us, we bring a great deal of practice management experience to the table. From our interactions with the CPA community at large, we determined that it would be useful for us to share our experience growing and operating successful CPA firms, in addition to providing information about the specific services we offer.

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    So, from time to time we will deliver content that incorporates practice management advice. For this first effort, we interviewed PMBA consultants and CPAs from both Prager Metis and some of our CPA firm clients. We thank them all for their contributions.

    Topics Covered

    The guide uses three of PMBA’s services as examples – R&D tax credit servicescost segregation studies, and sales tax-related services. It explores the following topics:

    • Why CPA firms that don’t offer specialty tax accounting and tax services in-house may not offer them through a partner
    • Why you want to introduce your clients to specialty services via a trusted partner
    • How to assess your client roster for those who can benefit
    • How to seek and vet a trusted partner
    • How to introduce specialty services to your clients

    Our intention always is to create win-wins for you and your clients. We take partnering seriously and hold ourselves to a high standard when it comes to both providing services and offering our expertise to the industry through content, keynotes, webinars and CPE courses.

    Managing and growing a successful accounting firm is challenging in new ways in the digital age: new competition from online services, new business development best practices, selecting effective practice management software and many other issues. The more we cooperate, the better we all do.

    With that in mind, we will focus on sharing what we know works, as well as what doesn’t. And we’re always interested in learning from you.

    Please subscribe to our blog if you’d like to receive future articles. Scroll to the bottom of this page to sign up bottom right. And please let us know if there are practice management issues you’d like us to address in future content.

    A Guide for CPAs: How – and Why — to Introduce Clients to Specialty Accounting and Tax Services for free