Client relations

Dropping clients is reducing cash inflow without an offsetting reduction in costs.

Small gestures pay big dividends and cement your position as the trusted advisor.

Every one of your clients wants to work with an accountant they can trust and rely on.

There’s no consensus on when and how practitioners will return face-to-face with clients.

Spend five minutes every morning writing down the things you can absolutely commit to finishing before you go home each night.

Now it’s time for accounting firms to use these new tools to drive digital demand.

Both clients and staff say the remote-work model has been effective, and that’s one big reason Grant Thornton is continuing it, according to CEO Brad Preber.

It’s important to know your team’s interests, hobbies and passions outside of work, and encourage them to know the same about you.

CPA firms should look at their client base as if it were a bell curve.

As the pandemic moves into its final stages, accountants need to be planning their own and their clients' exits.