Client retention

Clients buy something they need or solutions to problems, not hours. Here is a situation that has actually occurred in a client’s legal matter.

Reducing client load is important for a partner to grow.

Embracing technology can help small business owners serve customers better, make better decisions and grow more efficiently.

Small businesses can solve one of their most pressing problems with data they already have.

Articulating goals quickly and clearly is one of the most important keys to earning clients and recruits.

Many of the larger CPA firms have not delivered on the trusted business advisor promise. Nor will they in the foreseeable future.

Art Kuesel on how communication and trust will make a professional indispensable to a client.

Accountants should start building programs to make the most of the 80/20 rule

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

Art Kuesel presents eight, post-busy season questions to help deepen firm relationships with patrons.