Client retention

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.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.