Client relations

Too much of the way accountants run their practices is driven by subconscious habit.

There can be no average fee or even an average fee range. Myriad factors go into determining the price of a review report. Here are some of the factors that affect the fee.

What makes these ultra-high performers different from the rest of the profession?

With a finite amount of time and resources, you want to be sure you are investing in your best clients.

Only after you have empirical validation that something new could work should you make major changes at your firm.

For me the last week of tax season was always my busiest week. Let me share some last-minute observations.

Tax reform and other issues have created a flood of unwelcome prospects.

We can get face-to-face with others, no matter where they are in the world, and deepen our relationships in a way not possible before.

Tax pros share how they handle panicking self-preparers.

You’re not an accountant; you’re a luxury service provider.

Follow these four steps for getting the most out of firm-hosted happenings.

Make clients a walking billboard for your firm.

Numbers will numb an audience, while stories will engage them deeply.

Four words can make all the difference.

This simple checklist will reward you throughout the year.

Satisfaction isn't enough to keep your clients coming back.

During this stressful, deadline-driven season it’s especially important to remember to focus on client service.

No matter the size of the firm, there are going to be some tough decisions to make along the way.

There are many ways of keeping in touch with clients in a regular and unobtrusive manner.

The “organizer” is no longer something that most clients will actually fill out and stuff, staple and paperclip.