Client relations

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.

Bad people drive out good people.

As trusted advisors, we spend so much of our day thinking about how we’re going to deliver answers. Instead, we should be spending a lot more time asking intelligent questions.

Delivering an unforgettable experience is what will separate your firm from the pack.

The old banker breakfasts and lawyer lunches won't drive the growth accounting firms need, according to top consultant Gale Crosley -- it requires coordinated teams who are thinking much more strategically about the process.

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.