Client relations

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.

During stressful times like these, it’s natural to feel like everything around you is broken.

As the owner of an accounting firm, it is crucial to keep a strong direction for your practice and to anticipate and accompany growth.

What Maya Angelou can teach us about client communication.

As if tax season isn’t already stressful enough, the coronavirus pandemic is making things that much harder.

The State of Connecticut Insurance Department has launched an initiative to work with local accounting firms on a program to expand their presence in the captive insurance company market.

The rules surrounding the Payroll Protection Program (PPP) under the Coronavirus Aid, Relief and Economic Security Act (CARES Act) are evolving. It is very clear that accountants will play a critical role.

Prior to this unprecedented time for our community, I had been traveling the country for nearly 10 months, meeting with large accounting firms for one-on-one deep dives into their advisory workflows and client experience.

In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?

Major changes are required in client services, delivery models, staffing practices and management.

Here are four things your firm should be doing right now to move forward during the coronavirus pandemic.