Client communications

An advanced website platform and larger-scale communications strategy are critical going forward.

Despite this unprecedented crisis, organizations are responding with determination, purpose and compassion.

Accounting leaders weigh in on how to tackle the onboarding process.

Top consultants Gale Crosley, Angie Grissom and Allan Koltin share the strategies firms need to take to make it through the pandemic.

What Maya Angelou can teach us about client communication.

As if tax season isn’t already stressful enough, the coronavirus pandemic is making things that much harder.

The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?

Establish a communication plan now, so your firm can come out of this crisis stronger than ever. Here are three key steps to follow.

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.

Here are 10 suggestions to help firms think through near-term needs and create a plan to help shore up business continuity and mitigate some risks during this sensitive time.

In the face of the coronavirus, no accounting firm gets a pass from keeping in contact with clients and employees.

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?

Some simple steps firms can take right now to make a stronger first impression

If you find yourself talking for more than 10 consecutive seconds during a client meeting, stop and ask the client an open-ended question, and give them ample time to respond.

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

As the trusted advisor, you need to assume the role of the point person, or integrator.

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

Customer relationship management is an essential part of an accounting firm’s business, but it often gets overlooked in favor of the good accounting work the firm does for their client.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.