Client communications

In July's Cybersecurity for CPAs we learn the importance of never, ever, EVER losing that USB stick your client gave you.

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

A deep dive into the skills you need to thrive in accounting — and they're anything but soft.

The widespread availability of the high-powered chatbot has led to a panoply of new AI-powered accounting solutions.

Accountants chase clients for late payments

Moving your clients from one accounting system to another is seldom a simple and easy task. But going from an entry-level or mid-market system to an ERP is even less so.

We're all dealing with client expectations right now — some reasonable, some unreasonable.

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

Practitioners share what they tell clients who insist on preparing their own tax returns.