Client communications

Seek feedback from someone outside your professional circle who isn't mired in industry jargon.

As ways of communicating proliferate, it's more important than ever that you be ready to meet clients, prospects and potential employees where they are.

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

How many of the three As would your clients say you possess?

Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.

Delaying a payment or not paying an invoice are ways for a client to give voice to a problem with your services without causing an immediate confrontation.

Thought leaders on accounting tech share just what tools and systems a practice has to have today.

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

In this week's Vendor Spotlight, we catch up with CEO John McGowan of HubSync.

Are you wondering how artificial intelligence can revolutionize your accounting practice? We've got you covered.

You don't have to make wholesale changes all at once. You just need to get 1% better at a time.

Dozens of firms have signed onto an initiative to stop underselling the worth of accountants and collect payments on time from clients.

In July's Cybersecurity for CPAs we learn the importance of never, ever, EVER losing that USB stick your client gave you.

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

A deep dive into the skills you need to thrive in accounting — and they're anything but soft.

The widespread availability of the high-powered chatbot has led to a panoply of new AI-powered accounting solutions.

Accountants chase clients for late payments

Moving your clients from one accounting system to another is seldom a simple and easy task. But going from an entry-level or mid-market system to an ERP is even less so.

We're all dealing with client expectations right now — some reasonable, some unreasonable.

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?