Client relations

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.

Now is the time for CPAs to show up as a trusted advisor with good judgment, steady energy and a great, empathetic connection with their clients.

Establish a communication plan now, so your firm can come out of this crisis stronger than ever. Here are three key steps to follow.

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.

Now is the time to be there for your clients.

When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?

How many stars would they give you?

CPA firms have lost sight of their central mission: building client value.

Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’

A college student client may not initially provide a lot of income for the firm, but with the right guidance, there could be a big return on investment.

BKD appoints new national leader for private equity; Crowe elects 34 partners and principals; and more personnel news.