Client relations

Refunds straight to crypto; M&A & taxes; improving customer service; and other highlights from our favorite tax bloggers.

Here are three simple strategies for building client trust.

Going above and beyond keeps clients happy.

Art of Accounting: 12-month practice management and growth calendar

Tax pros share what aspects of the current tax legislation being considered in Congress brings the most questions from clients.

The one thing that all of them have in common is that they need an accountant.

Growth expert Gale Crosley explains why it's critical to jettison your worst clients — and how to do it.

How things look is important and can create interest, excitement, buy-in or acceptance.

The Series C funding is aimed at product development and international expansion, particularly in the U.S.

Being the trusted advisor means being the problem-solver.