Client relations

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.

The key is to focus on the firm’s top two tiers of clients, says Rainmaker Companies’ Adelaide Ness.

The new advisor needs to create wealth, not just enable compliance.

Technology lets us step out from the computer and have real conversations to make an impact and create more fulfillment in the work we do.

The only thing holding back small firms is their hanging onto the past.

I assume staff will not do what is necessary to learn new things.