Client relations

At some point everyone has some time pressure, some much more than others, but time pressure is a reality.

Most accountants sooner or later need to have awkward conversations with clients about overdue bills or work that goes beyond the scope of their services, but putting off those conversations can mean they never collect those extra fees.

There are many options for CPAs looking to utilize technology to assist their firm and clients.

While outsourcing and automation both offer answers to talent shortages, as the economy shifts, firms increasingly ask, “Why not do both?”

The best referral sources are existing clients, unless they aren't pleased.

It is important for strategic advisors to concentrate on the big picture. However, sometimes we need to look closely at the details.

In this installment of the Frontier, experts lament the lack of attention paid to the client experience amid all this technological progress.

Two professionals from Andrea & Orendorff in Kenosha, Wisconsin share their perspectives on how to realign your client base to prepare for succession.

Don’t make it hard for people to do business with you.