Client relations

Digital formats and a host of pandemic-related questions are transforming this traditional tool.

When I hear a partner at a midsized CPA firm say, “my client” or “my book of business,” the hair on the back of my neck stands up.

Are you really stuck on a problem or just procrastinating about a hard decision? When it comes to confusion, the most obvious answer is usually the right answer. Try this simple exercise for breaking through confusion.

How LBMC successfully transformed its relations with its clients.

Here are 12 tasks — one for each month — that accounting firm leaders can use to improve their practices all year long.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

Don’t underestimate the power of your network.

Learn one new thing that you can use to provide a value-laden benefit to your clients.

The holiday season reminds us to savor time with family and friends, because with the new year, the tax season jumpstarts.

Here is a monthly calendar for running your practice and marketing to clients.