Client communications

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.

Every one of your clients wants to work with an accountant they can trust and rely on.

Mastering a new language can bring more success to your firm.

Spend five minutes every morning writing down the things you can absolutely commit to finishing before you go home each night.

$50 a month can upgrade your business and your relationship with clients.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

As tax and accounting professionals, we not only need to prepare ourselves and our business, but also our clients.

If you think clients don’t notice when you ignore their messages or send them terse responses days after they’ve reached out to you, think again.

What that means, and why it matters for CPAs.

If a picture’s worth 1,000 words, how much is a video worth?

Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.

High touch vs. high tech? Both have merit, but you can’t be both.

While email is the most expeditious way to communicate, we have to be mindful and thoughtful about what we choose to share before clicking send.