Client retention

When you protect your staff from problematic clients through higher pricing or firing clients who can't work well with the firm, you send a strong message.

Seventy percent of U.S. audit clients are ready to change firms within the next three years, according to an Inflo report.

SALT and the bill; digital taxes worldwide; retaining clients; and other highlights from our favorite tax bloggers.

Just like hotels and restaurants, when you move up the price ladder, you move up the expectations ladder.

There has been a seismic shift in attitudes toward generative AI among tax and accounting professionals, according to a new report by Thomson Reuters.

Your clients hold the insight into where you should be investing, shoring up or expanding offerings.

Whether you are the lowest-level employee or highest-level CPA firm owner or partner, your job is to provide services for the person hiring or engaging you.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Impress upon your clients the importance of engaging you to perform an array of services for them.