Change is inevitable, and knowing that we need to watch out for evolution in our profession is not a new story. However, the amount of change we see is growing each year, and it is hard to keep up with everything....
Tax Pro Center | Intuit > Articles by: Cathy Iconis, CPA
Cathy Iconis, CPA
Cathy Iconis, CPA, is CEO of Iconis Group, a virtual bookkeeping firm that specializes in supporting QuickBooks Online clients. She has more than 13 years' accounting experience and has the goal of bringing big business finance skills to small business owners. You can find Cathy on Twitter each Thursday at 3 p.m. ET to discuss small business and QuickBooks Online during her regular live tweet chat, #QBOchat.
- Most Recent
- Most Popular
- Category
-
Author
- Adeline Bertrix
- Adrian Simmons, CPA
- Alejandra Matias Ortega
- Alexandra Rivera, EA, MST
- Alicia Katz Pollock
- Alisdair Barr
- Alison Reiff-Martin, CPA
- Amy Clark
- Amy Murphy
- Amy Vetter, CPA.CITP, CGMA
- Andrea Parness, CPA, CTC
- Andres (Andy) Ibarra, CPA/PFS, EA, CFP®
- Andrew Newman
- Anita Robinson, EA, NPTI Fellow
- Annabella Green, SPHR, SHRM-SCP, AAAPM
- Anthony Hunt
- Antonio Martinez, EA
- Ashley Davis
- Ashley Wilson
- Avinash Valsarajan
- Barry MacQuarrie, CPA
- Barry Pennett
- Becca Decker
- Betsy Scuteri
- Bhairavi Parikh, CPA
- Bill Cates, CSP, CPAE
- Bob Metty, Ed.D., JD, LLM - Tax
- Brady Lievens
- Brady Suggs
- Brandon Lavigne
- Brenda Berg
- Brian Rutter
- Brittany Westdyke, EA
- Bruce T. Andersen, CPA
- Bryan Cytron
- Burak Genc, EA
- Byron Hebert, CPA, CTP
- Byron Patrick, CPA.CITP
- Caleb Jenkins, EA, CQP
- Carla Caldwell
- Carl Peterson, CPA, CGMA
- Cassidy Jakovickas, CPA
- Cathy Iconis, CPA
- Catina Tongish, EA
- Cavanaugh Nweze
- Charles Costa
- Charlie Russell
- chile
- Chris Bushong, JD
- Chris Chapman, CPA
- Chris Hodge
- Chris James, JD
- Christopher Denton
- Christopher J. Picciurro, CPA/PFS, MBA, ARA
- Chrystal Mejia, EA
- Chuck McGrath Jr, CPA, CFP®, MBA
- Clayton Crouch
- Colin Horsford, CPA, MBA
- Corey Cantor
- Corey Eulas
- Cory
- Daniele Griffith, JD
- Danielle Higley
- Daniel D. Morris, CPA, CGMA, TEP
- Danny Tack
- Dave Johnson, CPA
- David S. Oransky, CPA/PFS, CFP, RLP
- Dean Aramburu
- Debbie Ames, PHR
- Deborah Holloway
- Debra Hammer
- Debra Kilsheimer
- dhammer
- Diana Briceno
- Diana Crawford, CPA
- Dmitry Dragilev
- Donald P. Wisehart, ASA, CPA/ABV/CFF, CVA, MST
- Doug Duncan
- Eileen Reichenberg Sherr, CPA, CGMA, Journal of Accountancy
- Elcorese Brown
- Elizabeth Hale, CPA
- Eric Clements
- Erick Cutler
- Farhad Rizvi
- Fernando Barraza, CPA
- Firm of the Future Team
- Fredric D. Leffler, CPA, MBA
- Gary Muench, CPA
- Gary W. Wood, CPA
- Geni Whitehouse, CPA
- Gin Goodman
- Gregg Bossen, CPA
- Gwen Peters
- Hal Rosen, CPA
- Heather Satterley, CPA, MSI
- Howard M. Goodman, CPA
- Ian Vacin
- Intuit Accountants Team
- Jacob Schroeder, CPA
- James R. Adelman, EA
- Jamie E. O'Kane, CPA, CTC
- January Colandrea, CPA
- Jared Walczak
- Jeff Badu, CPA
- Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
- Jennifer Conn
- Jennipher Jess
- Jeremy Claybrook, CPA
- Jessica Benton
- Jay Hoffmann
- Jim Bourke, CPA.CITP, CFF, CGMA
- Jim Johnson, CPA
- Jim McGinnis
- Joe Abesamis, CPA
- Joe Carufe
- Joe Paddock, CPA, MBA
- John Mark Wendler, CPA
- Jon Bickerton, CPA
- josheaton
- Josh Lance, CPA, CGMA
- Juan Macias, EA
- jwilborn1
- Karen Mitchell, CPA
- Karla Huerta
- Kasey Pittman, CPA, MSA Tax
- Katie Bunschoten
- Kat Roskovics
- Kelly Hathaway
- Kelly Ritter
- Kelsey Uruburu
- Ken Berry, Esq.
- Kenji Kuramoto
- Kessla Sloan
- Kevin Smith
- Kiara Urbina
- Kim Amsbaugh
- Kimberly Doherty, EA
- Kimberly Ellison-Taylor, CPA, CGMA, CISA
- Kim Harris
- Krista Holub
- Kristen L. Metty, CPA, JD
- Larry Gutierrez, CISSP
- La Toya T. Haynes
- Laura Wooten
- Laurence Sarner, EA
- L. Gary Boomer, CPA.CITP, CGMA
- Lisa Brann, CPA, CGMA
- Liz Armbruester
- Liz Farr, CPA
- Liz Scott
- Louis Alleva, CPA
- Luis Loor Jr.
- Marc Berger, CPA
- martineggertintuitcom
- Matthew Fuller
- Megan Genest Tarnow
- Melissa Lin
- mhussain1
- Michael A. Tullio, EA
- Michelle Hammond, CPA, MBA, CGMA
- Mindy King
- Misty Megia
- Molly Kent, CPA
- Myranda Mondry
- Nadia Rodriguez, CPA
- Natalie Pinon
- Nayo Carter-Gray, EA
- ncroft
- Patrick Carroll
- Patti Newcomer
- Peter Cullen, MBA
- Peter Horadan
- Ramiro Alarcon
- Ram Shamanna
- Randall Balthrop
- Raquel Fernandes, EA
- Rebecca McAllister, EA, LTC
- Rene Cortez, CPA
- Renee Daggett, EA
- Richard Beaver
- Richard Roppa-Roberts
- Robbie Randall
- Robert Westley, CPA/PFS, CFP®
- Robin Gervais, EA, NTPI Fellow
- Ron Levi
- Rose Moore, CPA
- Ross Olson
- Sam McCraw, CPA
- Sandi Leyva, CPA
- Sandra Wiley
- Sarah Molouki, CPA, MST
- Sarah Prevost
- Sara Russell
- Scott Sloan, CPA
- Scott Cytron
- scytron1
- Dr. Sean Stein Smith, CPA
- Shawn McMorrough
- Sheila Kilbride
- Stacey Chase
- Stephanie Cuningkin, CPA
- Stephanie Sanchez
- Stephanie Friswell
- Stephen L. Nelson, CPA
- Stephen Wright, CPA
- Sullivan Tankersley
- Susan Tinel, EA
- Greg Goldfarb
- Christopher Ragain, CPA
- Marjorie Adams
- Jeff Borschowa
- Dawn Brolin, CPA, CFE
- Jim Buffington, CPA
- Akilah Curtis, CPA
- Michael Cohn, Accounting Today
- Alan Crouse, CPA
- Mike D'Avolio, CPA, JD
- Dorinda DeScherer
- Ronald Baker
- Angela Doheny
- Amy Engler
- Steve Eubanks, EA, NTPI Fellow
- Michael Fleming
- Hector Garcia, CPA
- Joel Hodges, CPA
- Alexandra Halbeck
- Christiane Hile
- Michelle A. Johnson, CPA
- Frank Abagnale
- Elizabeth Joyce
- Kathleen Lach, CPA Magazine
- Stacy Kildal
- Sidney Kess, CPA Magazine
- Darrell Layman, CPA
- Bianca Lee
- Jerry Love, CPA
- Diana Mackie Wertz
- Jordan MacAvoy
- Mariette Martinez, EA
- Russell Banks
- Greg Martin
- Marty McCutchen, CPA
- Karen Mattull, SPHR, SHRM-SCP
- Jackie Meyer, CPA, CTC
- Nade Murray
- Annette Nellen, CPA, CGMA, Esq.
- Alistair M. Nevius, J.D., Journal of Accountancy
- Jorge Olavarrieta
- Nima Patel
- Lori Niederlehner, CPA, SPHR, AAAPM, SHRM-SCP
- Daniel Balofsky
- Pat Porter
- Andrew Poulos, EA, ABA, ATP
- Eric Pulaski
- Kevin Reinard
- Shane Ratigan
- MB Raimondi, CPA, CITP, MS Taxation
- T. Steel Rose, CPA, CPA Magazine
- Alicia Robinson
- Majaliwa Bass
- Roger Russell, Accounting Today
- Sally P. Schreiber, J.D., Journal of Accountancy
- Jeff Stimpson, Accounting Today
- Darren Root, CPA.CITP, CGMA
- Jasen Stine
- David Bergstein, CPA.CITP, CGMA
- David Williams
- Ivy Zhang
- Bryan Tritt
- Zach Welsh
- Amber Zable
- Sherry Woodard
- Steve Bieber
- Pam Welsh
- Paul Bonner, Journal of Accountancy
- Joe Woodard
- Dave Venard, EA
- Eva Velasquez
- Jeff Tubaugh, CPA
- Katie Tolin
- Philip Taylor
- Melanie Milton
- Jim Streets, CPA
- CeCe Morken
- Thomas J. Williams, EA
- Timothy L. Wingate Jr., EA
- Tara Stratton
- Tom Hood, CPA.CITP, CGMA
- Trevor Betenson
- IntuitAngie
- Tyler McBroom, CPA, MBA
- Vanessa Vasquez
- Whitley Schlichte
- Will Baker
- William English
- William Nearhood
Take Control of Your Client Base: Practical Retention Tips
Over the last several years, competing for clients within the accounting profession has changed. As clients become more aware of all the available options for our services, it is getting harder and harder to retain our client base. Clients are...