Client relations

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.

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.

Holiday notes can be reassuring to staff and clients, foster transparency, and express and share hope and optimism.

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

Workload compression is a ubiquitous drain on our energies. It appears that staff tax season hours still increase every year.

Practitioners share their plans and thoughts on how COVID-19 is changing client interactions.

Do you want to be a high-volume practice that does lots of repetitive work (like a dentist)? Or do you want to be a low-volume practice that solves complex cases and problems (like a surgeon)?

Practitioners share how they're helping individual clients navigate financial issues and more.

Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.

Clients think about their businesses much more than accountants do about them.