Client communications

The rising adoption of AI at accounting firms has come with a growing need for open and transparent talks with clients about how the technology is used, and what measures are taken to address their concerns about it.

How a firm interacts with its clients can build confidence and trust, or it can create doubt and frustration if executed inefficiently or unreliably.

Now is an excellent time to expand your horizons and target millennials and Generation Z.

Kelli Parks of Calmwaters Cloud Accounting said client discovery and onboarding can be simplified with automated processes that don't need significant tech investments.

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner may have had withers away.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.

Communications between you and your clients can contain sensitive information that neither of you would want distributed to others.