Client communications

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.

Just as the rising generations of accountants have very different characteristics from the baby boomer generation, so does the rising generation of clients, according to Sarah Dobek of Inovautus Consulting.

The second in a series of articles dedicated to running better client meetings.

From the Big Four firms, to small family-owned firms, all the way to completely virtual firms, communication is the backbone of a productive work and service environment.

I get a ton of interruptions; I figure it comes with the job. The issue is how I deal with them and which ones I have learned to ignore or pass over.

Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

Liability insurance experts Deb Rood and Stan Sterna share major emerging malpractice and liability concerns for accountants.

Accountants can learn a lot from giants like Netflix and Marriott — and from their own clients.

Technical expertise is important, but what really matters in financial planning is the relationship.