Client communications

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.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.

When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

Keep your videos brief and focused on a single point to make them most impactful.