Client relations

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.

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.

$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?