Client retention

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.

The second in a series of articles dedicated to running better client meetings.

Tax services segue naturally in to wealth management and financial planning services.

And Deloitte maintains its strong performance from the first quarter.

Communication is a cornerstone of your CPA firm. If your clients aren’t already trying to communicate with you via text, they want to.