Client retention

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.

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.

Clients really want to do more business with you. Don’t make it difficult for them.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.