Client retention

Get to know your best clients again.

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

A partner emeritus brought a client base that included some of the top Broadway theaters when she and her husband merged with the firm.

Can you run a profitable firm charging clients less than $200 per month?

Your firm aligns closer to your vision when you focus on your clients.

If you want to charge concierge-level fees for your service, then you must provide concierge-level access.

Brian Hall, author of "Your Website Sucks," discusses how accounting firms can optimize their websites to generate leads.

The spending slice for honest taxpayers; crypto and filing goofs; God is your AI; and other highlights from our favorite tax bloggers.

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?

Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.

While a lot of accounting work is more or less of a commodity nature, the rest creates a strong and trusted advisor relationships with clients.

When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.

Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.

Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.

Just like the ballet, every interaction with a client is a performance.