Client relations

Speakers at Xero's annual conference this week urged accountants to think more deeply about promoting mental health and wellbeing for both clients and staff.

Gary Shamis traces the evolution of the "Transactional CPA" firm.

Accountants are generally pessimistic about the economy as a whole, but feel much more confident when it comes to their own firm and clients.

Financial Cents, which makes practice management software for accountants, announced a new $9 a month plan for solo practitioners.

Eligible professionals can now earn revenue share with QuickBooks Payments.

Keep your videos brief and focused on a single point to make them most impactful.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

Pretty much every accountant has used AI in one form or another, with the most common use case being data entry and processing, according to a poll from Intuit QuickBooks.

Here's a step-by-step guide to calendar blocking.