Client acquisition

Intensively managing client relationships is more important than ever — and there are tools to help.

Your firm’s online presence has never been more critical to your success.

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.

Client accounting services could take your firm to the next level.

Accounting firms should apply these valuable tools to thrive through the pandemic.

The right communication strategy and strong deliverables are key.

The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.

Making the case for professional sales in today’s accounting marketplace.