Client relations

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.

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.

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.

It all starts with the client onboarding process.

A merger put Assurance Dimensions in the lead, while Marcum LLP led among large firms.

I’ve spent my career as an “expert generalist,” so when a book on the advantages of being a generalist was published, many friends called it to my attention and I read it.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.