Client relations

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.

Make payment a conscious part of your job.

When it comes to the frequency of client communication, there’s no magic formula.

Tax season is behind us, and it’s a great time to ask clients for feedback about what you could be doing better.

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.

You deserve to raise your fees. Can you live up to the service expectation?

Whether it’s minimizing the number of administrative tasks that take up large chunks of their day or more access to data to help inform a decision, accountants and bookkeepers can benefit.

There’s nothing more valuable for successful people than saving time and having complex things simplified.

What CPAs can learn from a toy company.

Don’t underestimate the value of your long-time clients with simpler tax returns.

Learning needs to be continuous, yet a lot of accountants aren’t growing.

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.