As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

It all starts with the client onboarding process.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.

What do you think your staff would say about you if they're honest? What would you say about you?

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

The third in a series of articles about running better client meetings.

The second in a series of articles dedicated to running better client meetings.

Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

Accountants can't afford to sit still, either; they need to be constantly changing.