Client relations

Everything you should do vs. what you can do vs. what you want to do vs. what you will do.

There’s a reason why 20 percent of surfers catch 80 percent of the waves.

With things changing so fast in the accounting world, many CPAs feel it’s difficult just trying to keep up.

A benefit of writing these columns is the emails and calls I get from colleagues who share what they are doing.

All of your employees can boost your bottom line, says Angie Grissom of the Rainmaker Companies -- they just need to know how.

Most professional service firms spend very little to mitigate attrition and improve loyalty.

Clients want more than market intelligence — they want analysis of general market information to help them act strategically and competitively.

Communicate and carry yourself in a manner that boosts perception with clients and stakeholders.

As we head into the new year, a question I keep hearing from CPAs is: “How do I start raising my fees?”

In a smaller firm, should the owner of the firm be the "rainmaker?"

These 12 steps should help firms capture more 'diamonds.'

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Boxstorm Ultimate now supports Shopify and Shippo, and Zoho Books offers VAT filing and simplified MTD compliance

It never ceases to amaze me how lax many small and midsized CPA firms are when it comes to managing their work-in-process and accounts receivable and optimizing their cash flows.

Identify the windows of opportunity within each purchasing cycle.

Protecting yourself can help you protect your clients in financial planning.