Client retention

The best firms don't build walls to keep clients in — they build wells clients never want to leave. Here are three keys.

Accounting firm leaders should stop waiting for struggling people, processes and clients to change on their own.

Intuit is opening 20 brick and mortar TurboTax stores in major cities across the U.S. as well as 200 additional TurboTax Expert Offices for a total of 600 nationwide.

A significant proportion of people are following financial advice given to them by AI models, and many reported losing $100 or more.

Business clients are willing to pay 25% more for specialized accounting services, according to a TaxDome survey.

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.

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.

Acquirers are very selective because so many firms are looking for a deal.