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.

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.

Here are some suggestions on how to pull work out of tax season and push it into November and December to better handle the extra work.

A chief accountability officer can improve the functioning of accounting firms.

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

The third in a series of articles about running better client meetings.

The second in a series of articles dedicated to running better client meetings.