Client relations

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.

Intensively managing client relationships is more important than ever — and there are tools to help.

Rehman’s Mitch Reno says, ‘This goes beyond marketing.’