Client retention

Clients think about their businesses much more than accountants do about them.

Intensively managing client relationships is more important than ever — and there are tools to help.

Rehman’s Mitch Reno says, ‘This goes beyond marketing.’

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

The coronavirus pandemic changed the game for everyone, but we’d be missing the beat if we didn’t take a minute and look at the opportunity for growth.

You can’t have a bunch of B, C, D or even F clients if you want it to be an A+ practice.

Finding ways to not just maintain revenues but increase them is becoming Job One for accounting practices large and small in the pandemic.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

A recent webinar hosted by Inovautus Consulting found that polled firms are largely optimistic about the future, but marketing and advisory services remain vital amid the pandemic.

Less than two hours a week can take your practice to the next level. Look what happens when you apply the 80/20 rule to the 80/20 rule.