Client relations

When faster, cheaper, and better may not always be the best.

Whether it's a toxic client, a rogue partner, or an uncooperative superstar employee, high-stakes scenarios inevitably have a negative impact on the firm.

Rapper Fat Joe's 2022 lawsuit accused a former BDO employee of using his accounts and credit cards to withdraw thousands of dollars in cash.

Accounting firms could greatly benefit from adopting some of the strategies and mindsets these technology companies are using to thrive.

Learn to be intellectually promiscuous.

Find out what the client needs and then figure out how to fill that need.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.

Market disruption is creating significant opportunity for accounting firms.

Now is a great time to look at three important operations within your firm: sales, onboarding and service.

I received a complaint recently that my Memoirs of a CPA book is priced too high.