Client retention

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

When a client engages me for any type of service, there are specific descriptions of what we will do and the goal or end result of the services.

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

A merger in Salt Lake City puts two local auditors ahead of the pack.

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

The “health challenges” that firms face typically revolve around one or more of four main areas.