Client relations

Experts share their advice on the best ways to launch a shift in your practice.

You don't have to make wholesale changes all at once. You just need to get 1% better at a time.

Three practitioners share their strategies and insights for building a great accounting practice.

In absence of secure systems that clients and staff will use, horror stories abound.

It's time to put the cat in the cage.

Get to know your best clients again.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

Seven ways to attract the right clients — and let go of the rest.

In July's Cybersecurity for CPAs we learn the importance of never, ever, EVER losing that USB stick your client gave you.

Having a document that clarifies the work to be done keeps everyone on the same page — and out of court.

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

The IRS offers best practices for when a tax professional moves on.

Not every relationship is forever … unfortunately for most of them.

Tax and accounting practitioners share how they're answering peoples' questions and concerns about the troubles facing financial institutions.

I have my own standing rule that if the client comes to my office, or my area, I pay. If I travel to the client's office, they should pay.

Plus ShareFile releases ShareFile for Accounting; Diligent launches audit reporting dashboard; and other news from the accounting technology arena.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

From clients and staff to software vendors and regulators, everyone seems to be telling accountants and accounting firms what to do.

Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.

A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.