Client relations

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.

How much money will you leave on the table this busy season?

The age of online purchasing is creating a new sense of urgency driven by prospects and clients. Timing is the differentiator, and accounting firms that can demonstrate knowledge and answer clients faster could rise to the top.