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.

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.