Top 10 Client Screening, Acceptance, and Termination Considerations in Tax Engagements (CPA Journal) - CPAs in all areas of practice encounter client screening, acceptance, and termination (CSAT) scenarios daily. CSAT is without a doubt the first line of defense against a malpractice claim and an important part of a firmâs quality control process. The ten considerations discussed below are those the authors have seen most in their particular areas of expertise.
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Affluent Americans Shopping More at Discount Retailers (CPA Practice Advisor) - Affluent consumers -- those making more than $100,000 annually â are becoming more price sensitive as they embrace industry disruptors such as artificial intelligence (AI), Amazon and mobile technology to compare prices.