Client communications

No one cares how smart you are; they just want you to help them make better financial decisions.

There are lots of potential missteps that can trip you up along the road to making your firm more visible to the right prospects.

Accounting firms and tax pros can do more than just relax after tax season.

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Clients don’t care how much you know about accounting; they care how much you know about their situation.

Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.

I’ve always loved tax season. While some of the work can be grueling and even a relief when it ends, I always miss it afterwards.

What happens after busy season is pretty much under your control.

As an accountant, you know there’s no way around it: Stress levels ratchet up during tax season for you and your clients.

Accountants share the trends they’re observing across their client bases, the biggest questions they have and how they’re helping them.

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

The “health challenges” that firms face typically revolve around one or more of four main areas.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

With client expectations changing rapidly, Inovautus Consulting’s Sarah Johnson Dobek explains how firms need to improve the experience they offer.

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

With the new tax law now a reality, the upcoming tax season is the perfect time to showcase your value as a true trusted advisor to your clients.

Artificial intelligence is on a fast track to peak-hype status.

Did you ever think about your value to your clients and what they are paying you for?

Simple steps to spending all day with your favorite, most profitable clients—who happily refer you to their peers.

“Tis the season for fee increases” is a song I hum every year in late December. This has always been a good time for me to review the year and fee structure with clients.