Client relations

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?

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

If you don’t receive a five-star rating from a client, don’t get angry or brush it off.

When you look at what separates the great firms from the average ones today, good decision-making stands out.

Many people switch firms because they believe they didn’t receive the appropriate care from their previous accountant.

Overpromising and missing deadlines is a guaranteed way to disappoint clients.

This is a time of for accounting firms to think about their purpose -- what footprint, what impact, what difference they are making, and what legacy they are leaving.