Client retention

Darren Root shares why keeping your clients' comfort in mind is more important than ever.

What Maya Angelou can teach us about client communication.

What you're charging clients is a delicate subject even in the best of times, and the current crisis makes it even more uncomfortable. Sarah Dobek of Inovautus Consulting offers advice on how to handle this complicated topic.

The rules surrounding the Payroll Protection Program (PPP) under the Coronavirus Aid, Relief and Economic Security Act (CARES Act) are evolving. It is very clear that accountants will play a critical role.

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.

Now is the time for CPAs to show up as a trusted advisor with good judgment, steady energy and a great, empathetic connection with their clients.

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

How to deal with the emotional ramifications of coronavirus.

When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?

How many stars would they give you?