Client relations

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

$50 a month can upgrade your business and your relationship with clients.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

Three of the biggest obstacles businesses face are financial instability, bringing employees back to the office, and developing a COVID-19 vaccine policy. Accountants can help clients through each of these areas.

There’s never been a better time to empower your team to adopt a more strategic and proactive attitude when engaging clients.

As tax and accounting professionals, we not only need to prepare ourselves and our business, but also our clients.

If you think clients don’t notice when you ignore their messages or send them terse responses days after they’ve reached out to you, think again.

What that means, and why it matters for CPAs.

If a picture’s worth 1,000 words, how much is a video worth?

Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.