Client relations

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.

With today marking International Accounting Day, now is the time to remind clients just how much we have to offer outside of audits and tax compliance.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

Clients who demand a lot of time with constant calls about proposed transactions may need a special way to handle the billing for them.

Many of our clients pay us for the deliverables they must have, but they retain us because of the unspecified extras we give to them.

Don’t be afraid to say, “This is what I would do if I were you.” That’s why they pay you.

Buyback fallacy; change proposed for quarterly taxes; solidifying client relationships; and other highlights from our favorite tax bloggers.

It is critical for CPAs to help their clients see who they really are: integral members of the team, working tirelessly to help the business succeed.

Assessing the delays; myths about preparers;the numbers behind the season;and other highlights from our favorite tax bloggers.

Understanding client expectations leads to a better experience.

Instead of being just a CPA, be the coach your clients and team need to succeed.

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.