Client communications

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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