Client communications

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.

I think branding is very important. Everyone and every business has a brand. Inattention to branding creates a brand that might not be what you would like, but nevertheless you will have a brand. Branding needs deliberate attention.

Even when speaking directly to clients, tech toys can help make a point.

What would really change the way the partners at your firm interact with clients?

I am asked frequently how I get ideas, and each time I give a different response.

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