Client relations

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.

Accountants chase clients for late payments

To tackle the talent shortage, firms must look beyond technology that addresses complexities and focus on client experience through collaboration.

Everyone in your practice reflects the image of your practice with everything they do, whenever and wherever they do it.

Invoices sent after what is perceived to be the final invoice are less likely to be paid or can leave an impression of sloppiness that could affect your chance to do additional work.

Clients who call with a quick question may need a more complete analysis than they're ready to hear.

Moving your clients from one accounting system to another is seldom a simple and easy task. But going from an entry-level or mid-market system to an ERP is even less so.

We're all dealing with client expectations right now — some reasonable, some unreasonable.

Tax pros share how they fight back against scope creep.

How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?

Even well-established professional services firms are becoming increasingly wicked environments.

Let the 80/20 Principle energize your firm's growth by strategically culling your client list.

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.

Discover the three criteria that will help you identify the clients who are best for your firm.