Client retention

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.