Client relations

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.

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

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

Coffee pots are more dangerous than office bathrooms, and gloves aren't recommended.

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

Despite the many, many downsides of COVID-19, one of the biggest silver linings has been that it forced CPAs and accountants into being true advisors to their clients.

There are two key areas that CPA firms should closely watch to manage audit fees in 2020.

Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

You didn’t like that old job much anyway.

It’s not hyperbole to say that the COVID-19 pandemic has affected every aspect of the way we do business, and many of the changes are far from temporary.

When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.