Client retention

They need to see that their firm offers a path to the future.

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Protecting yourself can help you protect your clients in financial planning.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

While you will never find these commandments on two stone tablets, they should provide you with direction as you seek to develop your practice.

I never had legacy staff but did have some legacy clients. This refers to staff and clients that I couldn’t fire or drop.

Low-hanging fruit is great — until it dries up.

Learn to embrace disorder and uncertainty.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.

From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.

When choosing a mid-market CPA firm, many clients pay more attention to the ability to “connect” with the client service partner and staff than to the quality of the work performed.

The Tax Cuts and Jobs Act offers accounting firms an opportunity to go beyond their traditional compliance services.

Thomson Reuters' Scott Fleszar outlines how to take advantage of new opportunities and challenges in the profession.

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Art Kuesel on how opening up with clients and other professionals can bolster a professional relationship.