Client retention

Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’

A college student client may not initially provide a lot of income for the firm, but with the right guidance, there could be a big return on investment.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.

It’s the factor behind most failed mergers, but firms aren't paying enough attention to it.

A merger put Assurance Dimensions in the lead, while Marcum LLP led among large firms.

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.