Client relations

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.

The worst thing we can do is nothing. Accounting firms need to stay in the game, stay ahead of their competition and stay in front of clients.

Dress like a professional wherever you work.

The COVID-19 pandemic flipped our working world on its head.

Firms may want to trade short-term cash for long-term goodwill.

CPAs have a unique view into their clients who will exit their businesses in the not-too-distant future.

Less than two hours a week can take your practice to the next level. Look what happens when you apply the 80/20 rule to the 80/20 rule.

If staff do not learn, they won’t grow and neither will the firm.

Here are some practice management suggestions for the new normal.

Professional services firms need to adopt a business catalyst mindset to drive value acceleration.