Client communications

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

How would your firm's culture change if your best clients were always in the room?

What's the best way to evaluate the performance of your firm's employees?

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Users can pull pertinent information from their email straight into Xero HQ.

Clients can obtain a loan from the payment portal company, while the firm gets paid in full.

Users can share documents and view a live activity feed.

Many people like the long Memorial Day weekend, especially as the days get warmer and longer, but please do not lose sight of the purpose of this day.

How does one properly handle the various ways a death affects each co-worker, client and the firm itself?

There are two types of accountants—those who do their work with blinders and those with wide-open eyes. Both can do competent jobs for their clients, but the ones with the wide-open eyes grow and can do far better work for their clients.