Client relations

As the accounting industry taps into the power of Generative AI, firms need to ensure privacy, transparency and other elements of responsible use.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.

When faster, cheaper, and better may not always be the best.

Whether it's a toxic client, a rogue partner, or an uncooperative superstar employee, high-stakes scenarios inevitably have a negative impact on the firm.

Rapper Fat Joe's 2022 lawsuit accused a former BDO employee of using his accounts and credit cards to withdraw thousands of dollars in cash.

Accounting firms could greatly benefit from adopting some of the strategies and mindsets these technology companies are using to thrive.

Learn to be intellectually promiscuous.

Find out what the client needs and then figure out how to fill that need.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.