Client communications

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.

Price is a one-dimensional sales pitch. Your firm is either the lowest priced or you’re not.

Mail or forward information to clients to let them know they are on your mind.

I had a meeting recently with an accountant and was led into his office while he was on the phone. I overheard him telling a client that he wouldn’t be able to get his work done as promised because his humongous client needed something done right away, and “you know how that is!”

Thanks to technology, we see clients less, but speak and interact with them more, maintaining and strengthening the relationship.