Client relations

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.

And Deloitte maintains its strong performance from the first quarter.

Periodically I review what I and others have written, trying to get ideas to present to clients and to accounting firms I consult with.

I get a ton of interruptions; I figure it comes with the job. The issue is how I deal with them and which ones I have learned to ignore or pass over.

Angie Grissom of the Rainmaker Cos. offers seven steps to position yourself as an advisor.

Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

Liability insurance experts Deb Rood and Stan Sterna share major emerging malpractice and liability concerns for accountants.

Accountants can learn a lot from giants like Netflix and Marriott — and from their own clients.

What firm leadership puts into developing the next generation of leadership is what will come out on the other end.

Technical expertise is important, but what really matters in financial planning is the relationship.

Accountants can't afford to sit still, either; they need to be constantly changing.

Playing it safe is too risky in today’s complicated world.

Plan ahead with these risk management tips to manage your firm's liability.

Communication is a cornerstone of your CPA firm. If your clients aren’t already trying to communicate with you via text, they want to.

Early in my career I always felt I would not be that busy during July and August. Well, the reality never matched my expectations.

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.