Clients think about their businesses much more than accountants do about them.

Last week I spent parts of two days at the Accounting & Finance Show USA and, from what I could tell, it was very well attended and organized and the virtual meetings were held without any hitches.

Art of Accounting: KPIs for accounting firm owners

Every accounting firm website shows a full range of services, all with great descriptions. But who is actually driving those services?

About three years ago I was helping a client sell his business in what was a pretty typical negotiation for me. However, the client exhibited apprehension almost every step of the way.

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

The better planned the job is, the better organized it is and the better it gets done.

My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.

There are no undergraduate and very few graduate courses on advising clients that want to sell their business or who want to buy a business. When I started my career, there were no CPE courses either.