Client relations

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.

High touch vs. high tech? Both have merit, but you can’t be both.

Get back 10-plus hours of every week with this strategy.

These five strategies can help you boost your profits, without ever have to sell to a prospect.

A collection of things practitioners already hate about dealing with their clients this season.

Three strategies can help your firm stay ahead of the game in 2021.

AICPA CEO Barry Melancon gave an annual presentation for the Accountants Club of America that discussed accountants and small business clients.

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.