Client relations

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

The new program will educate staff members on cutting-edge trends affecting the firm's middle-market clients.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.

Understanding how people make their choices can be a powerful tool for accountants, and ADP vice president and chief economist Jordan Birnbaum shares how.

While you will never find these commandments on two stone tablets, they should provide you with direction as you seek to develop your practice.

Tax preparers identify the clients they never want to see again.

I never had legacy staff but did have some legacy clients. This refers to staff and clients that I couldn’t fire or drop.

Low-hanging fruit is great — until it dries up.

Ed Mendlowitz shares why he became an 'expert generalist.'

Learn to embrace disorder and uncertainty.

While successful tax professionals find themselves with a surplus of business from January to April, the months of May to December are way too light.

Despite gentle nudges, love taps and tactics to shorten the cycle time, the process is slow and the lag time is painful.

From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.

With technology and cloud accounting, does it matter where your office is located? The answer is: Absolutely.

What’s holding your accounting firm back? Chances are it’s not your marketing, your business model or your methods holding your firm captive.

Reverse-engineering your sales approach by looking at things from the eyes of the prospect can boost your effectiveness.

Being available is essential for maintaining and strengthening relationships with clients…and everyone else you interact with professionally.

Peter Weitsen and I started our practice, MendlowitzWeitsen LLP, on July 1, 1988. My life has been enriched every moment of our partnership, which continues even now as part of WithumSmith+Brown, PC.