Client relations

It's the answer that's adding real value to your client relationships.

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.

James Moore & Co. tackles the increasingly complex financials of college athletics.

The idea of employing a project manager was inspired by the clients with whom we work.

When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.

Learning how to connect with other professionals is an essential skill for accountants.

Just like the ballet, every interaction with a client is a performance.

Every single person at your firm has an opportunity to change the experience your client is having with your organization.

As an accounting firm, you have many opportunities throughout the day to build trust with your clients.

Grant Thornton's chief transformation officer says there doesn't need to be such a hard dichotomy between accounting and technology skills.

Joe Greenspan, vice president of commercial operations at Act!, says digital communications are vital for the CPA of today's era.

Accounting firms need to aim to be more than just reliable.

When a practice is acquired, three major attributes make a difference in client retention.

Here's how to transform drive time from a black hole of dread to a valuable investment of your time.

A recent study has found that avoiding awkward conversations can lead to increased costs in the long run.

Don't underestimate the power of saying 'Thank you.'

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?”