Client relations

What happens when a client has a misconception about the value of their business and hopes to sell it?

The Big Four firm's audit projects are not impacted, sources say.

Even though things are busy, tax pros can't afford to let their guards down on engagement letters, scope creep, data security and much more.

Helping business owners understand the flood of accounting and financial data they face is a major opportunity for accountants.

How can you stay focused on your most important business problems without being distracted by the shiny objects?

The pricing of accounting services is a big concern and it should be.

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

IRIS expanded its IRIS Firm Management solution with enhanced document management capacities. It has also introduced a centralized Customer Success function.

Professionals should never be bill collectors.