Client communications

Tax professionals share the strangest misconceptions their clients have about taxes.

Practitioners share how they're changing the ways they reach out to clients and prospects.

Tax pros can now submit powers of attorney and tax information authorizations electronically.

Three strategies can help your firm stay ahead of the game in 2021.

AICPA CEO Barry Melancon gave an annual presentation for the Accountants Club of America that discussed accountants and small business clients.

Hindsight is 20/20 and 2021 is finally here.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

Accountants may not have signed on as an educator, but it often comes with the job.

To get more business, accountants need to invest more in the time they spend face to face with prospective clients.

Here is a monthly calendar for running your practice and marketing to clients.

Holiday notes can be reassuring to staff and clients, foster transparency, and express and share hope and optimism.

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

Workload compression is a ubiquitous drain on our energies. It appears that staff tax season hours still increase every year.

Accountants are not known as writers; however, most of what we do is written.

Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.

I’ve learned through trial and (lots of) error there are three basic approaches to building a website and newsletter for your firm.

Rehman’s Mitch Reno says, ‘This goes beyond marketing.’

Your firm’s online presence has never been more critical to your success.

Despite the many, many downsides of COVID-19, one of the biggest silver linings has been that it forced CPAs and accountants into being true advisors to their clients.