Client relations

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.

While a lot of accounting work is more or less of a commodity nature, the rest creates a strong and trusted advisor relationships with clients.

While CPA firm mergers and acquisitions have become a year-round pursuit, there's no question there are some peak times for activity. Post-tax season is one of them.

Ignition, a practice management software provider, recently signed a deal with the National Association of Enrolled Agents as the company marks its 10-year anniversary.

The pitfalls of auditing from a distance require auditors to find other ways to get close to their clients.

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.