Client relations

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.

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.