Client communications

Biggest offenders; problems with relief; what to do this year; and other highlights from our favorite tax bloggers.

How do you go from the once-a-year tax preparation client to the coveted evergreen recurring revenue relationship?

Art of Accounting: 12-month practice management and growth calendar

How things look is important and can create interest, excitement, buy-in or acceptance.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.

Weave, a customer communication platform for small businesses, has created an integration for QuickBooks Online to make its app an option for QBO business users.

It is critical for CPAs to help their clients see who they really are: integral members of the team, working tirelessly to help the business succeed.

Instead of being just a CPA, be the coach your clients and team need to succeed.

Small gestures pay big dividends and cement your position as the trusted advisor.